ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,111 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.28 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,782 | +13.1% | 52,251 | +16.2% | 0.43% | +18.8% |
| Q2 2023 | $3,344 | -23.0% | 44,980 | -24.6% | 0.36% | -28.9% |
| Q1 2023 | $4,342 | +27.5% | 59,675 | +26.3% | 0.51% | +41.1% |
| Q4 2022 | $3,405 | -99.9% | 47,234 | +23.3% | 0.36% | +30.4% |
| Q3 2022 | $2,532,000 | +1.0% | 38,309 | +7.3% | 0.28% | -17.9% |
| Q2 2022 | $2,507,000 | -52.5% | 35,713 | -47.5% | 0.34% | -27.6% |
| Q1 2022 | $5,280,000 | +41.9% | 68,078 | +48.0% | 0.46% | +53.1% |
| Q4 2021 | $3,720,000 | -48.1% | 45,990 | -52.9% | 0.30% | -48.7% |
| Q3 2021 | $7,174,000 | +85.0% | 97,604 | +85.3% | 0.59% | +20.6% |
| Q2 2021 | $3,878,000 | +8.5% | 52,675 | +0.1% | 0.49% | -14.5% |
| Q4 2020 | $3,575,000 | -0.6% | 52,616 | -6.8% | 0.57% | -47.3% |
| Q3 2020 | $3,598,000 | +39.9% | 56,456 | +18.6% | 1.09% | -40.1% |
| Q1 2020 | $2,571,000 | -55.2% | 47,611 | -45.5% | 1.82% | -41.1% |
| Q4 2019 | $5,733,000 | +1074.8% | 87,396 | +1048.0% | 3.08% | +2702.7% |
| Q3 2019 | $488,000 | +68.3% | 7,613 | +62.0% | 0.11% | -85.5% |
| Q2 2019 | $290,000 | – | 4,700 | – | 0.76% | – |
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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% |