ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,113 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.08 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $132,976 | -84.2% | 1,789 | -83.5% | 0.01% | -87.8% |
| Q1 2022 | $843,000 | +36.4% | 10,870 | +42.2% | 0.07% | +48.0% |
| Q4 2021 | $618,000 | -15.9% | 7,645 | -23.6% | 0.05% | -7.4% |
| Q3 2021 | $735,000 | +75.0% | 10,000 | +75.0% | 0.05% | +63.6% |
| Q2 2021 | $420,000 | +924.4% | 5,715 | +852.5% | 0.03% | +725.0% |
| Q1 2021 | $41,000 | -31.7% | 600 | -40.0% | 0.00% | -50.0% |
| Q2 2020 | $60,000 | -89.5% | 1,000 | -90.6% | 0.01% | -97.9% |
| Q1 2020 | $573,000 | +309.3% | 10,625 | +384.9% | 0.37% | +2564.3% |
| Q3 2019 | $140,000 | – | 2,191 | – | 0.01% | – |
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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% |