ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 974 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.02 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $809,135 | +133.6% | 11,179 | +139.9% | 0.01% | +20.0% |
| Q2 2023 | $346,378 | +0.6% | 4,660 | -1.6% | 0.01% | -16.7% |
| Q1 2023 | $344,425 | -49.6% | 4,735 | -50.0% | 0.01% | 0.0% |
| Q4 2022 | $682,788 | +9.1% | 9,470 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $626,122 | +88.6% | 9,470 | +100.0% | 0.01% | -14.3% |
| Q2 2022 | $332,042 | +8.2% | 4,735 | +20.9% | 0.01% | 0.0% |
| Q1 2022 | $307,000 | +28.5% | 3,918 | +32.6% | 0.01% | +16.7% |
| Q4 2021 | $239,000 | +36.6% | 2,955 | +14.8% | 0.01% | -14.3% |
| Q4 2020 | $175,000 | +993.8% | 2,575 | +938.3% | 0.01% | +250.0% |
| Q3 2019 | $16,000 | -63.6% | 248 | -72.1% | 0.00% | -89.5% |
| Q2 2017 | $44,000 | +4.8% | 890 | 0.0% | 0.02% | -17.4% |
| Q1 2017 | $42,000 | – | 890 | – | 0.02% | – |
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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% |