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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $200,981 | -97.3% | 2,763 | -97.5% | 0.04% | -97.9% |
| Q3 2022 | $7,346,000 | -58.2% | 111,134 | -55.6% | 1.68% | -52.7% |
| Q2 2022 | $17,576,000 | -40.9% | 250,340 | -34.7% | 3.56% | -36.6% |
| Q1 2022 | $29,740,000 | -4.9% | 383,394 | -0.8% | 5.62% | +44.8% |
| Q4 2021 | $31,266,000 | +11.0% | 386,477 | +0.8% | 3.88% | -31.4% |
| Q3 2021 | $28,170,000 | -1.0% | 383,267 | -0.9% | 5.66% | -0.9% |
| Q2 2021 | $28,468,000 | +8.1% | 386,746 | +1.7% | 5.71% | -1.3% |
| Q1 2021 | $26,323,000 | +0.2% | 380,451 | -1.7% | 5.78% | -8.8% |
| Q4 2020 | $26,283,000 | +7.3% | 387,202 | +4.1% | 6.34% | +3.1% |
| Q3 2020 | $24,501,000 | +11.7% | 371,908 | +2.8% | 6.15% | +5.7% |
| Q2 2020 | $21,939,000 | +20.0% | 361,848 | +6.9% | 5.81% | +3.3% |
| Q1 2020 | $18,284,000 | +6671.9% | 338,526 | +8118.6% | 5.63% | +7829.6% |
| Q4 2019 | $270,000 | – | 4,119 | – | 0.07% | – |
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% |