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 | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $368,000 | -94.9% | 5,427 | -95.2% | 0.59% | -94.2% |
| Q3 2020 | $7,155,000 | -17.9% | 112,271 | -21.9% | 10.22% | -7.1% |
| Q2 2020 | $8,712,000 | +56.6% | 143,685 | +39.5% | 11.00% | +47.4% |
| Q1 2020 | $5,563,000 | -22.9% | 102,999 | -6.3% | 7.46% | +21.6% |
| Q4 2019 | $7,214,000 | +0.7% | 109,962 | -1.7% | 6.14% | -17.6% |
| Q3 2019 | $7,167,000 | +4.5% | 111,812 | +0.7% | 7.45% | +21.8% |
| Q2 2019 | $6,856,000 | +1.1% | 111,060 | -3.7% | 6.11% | -10.8% |
| Q1 2019 | $6,782,000 | – | 115,344 | – | 6.85% | – |
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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% |