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 2019 | $2,509,375,000 | +5.4% | 40,651 | +0.4% | 0.91% | +12.0% |
Q1 2019 | $2,381,621,000 | +919.8% | 40,504 | +808.8% | 0.82% | +815.7% |
Q4 2018 | $233,547,000 | -8.1% | 4,457 | 0.0% | 0.09% | +8.5% |
Q3 2018 | $254,227,000 | +7.3% | 4,457 | 0.0% | 0.08% | -1.2% |
Q2 2018 | $236,934,000 | +2.4% | 4,457 | 0.0% | 0.08% | +10.7% |
Q1 2018 | $231,452,000 | -1.6% | 4,457 | 0.0% | 0.08% | -23.5% |
Q4 2017 | $235,241,000 | +4.8% | 4,457 | 0.0% | 0.10% | +27.3% |
Q3 2017 | $224,365,000 | +2.9% | 4,457 | 0.0% | 0.08% | -12.5% |
Q2 2017 | $218,081,000 | – | 4,457 | – | 0.09% | – |
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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% |