ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 959 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.03 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $45 | +2.3% | 600 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $44 | +2.3% | 600 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $43 | -99.9% | 600 | 0.0% | 0.01% | -14.3% |
| Q3 2022 | $40,000 | -4.8% | 600 | 0.0% | 0.01% | +16.7% |
| Q2 2022 | $42,000 | -10.6% | 600 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $47,000 | -24.2% | 600 | -22.1% | 0.01% | -14.3% |
| Q4 2021 | $62,000 | +8.8% | 770 | 0.0% | 0.01% | +16.7% |
| Q3 2021 | $57,000 | +1.8% | 770 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $56,000 | +5.7% | 770 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $53,000 | +1.9% | 770 | 0.0% | 0.01% | -14.3% |
| Q4 2020 | $52,000 | +6.1% | 770 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $49,000 | +4.3% | 770 | 0.0% | 0.01% | -12.5% |
| Q2 2020 | $47,000 | +11.9% | 770 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $42,000 | -17.6% | 770 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $51,000 | +4.1% | 770 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $49,000 | +2.1% | 770 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $48,000 | +6.7% | 770 | 0.0% | 0.01% | +14.3% |
| Q1 2019 | $45,000 | +12.5% | 770 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $40,000 | -9.1% | 770 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $44,000 | +7.3% | 770 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $41,000 | +2.5% | 770 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $40,000 | – | 770 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Advisors, LLC | 1,016,718 | $71,384,000 | 25.21% |
| Cassia Capital Partners, LLC | 277,658 | $19,494,000 | 19.46% |
| Halpern Financial, Inc. | 686,429 | $48,194,154 | 18.80% |
| Legacy Financial Advisors, Inc. | 819,533 | $57,539,000 | 14.30% |
| AGILIS PARTNERS LLC | 304,638 | $21,389,000 | 13.23% |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | 113,006 | $7,934,000 | 12.73% |
| Summit Wealth Group, LLC | 145,055 | $10,184,000 | 12.03% |
| Sovereign Investment Advisors, LLC | 378,540 | $26,577,000 | 11.51% |
| Tillar-Wenstrup Advisors, LLC | 312,012 | $21,906,000 | 10.96% |
| Darrow Company, Inc. | 156,538 | $10,990,000 | 10.87% |