ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 959 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.03 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $368,000 | -1.1% | 5,001 | 0.0% | 0.19% | +0.5% |
| Q2 2021 | $372,000 | -25.2% | 5,001 | -29.9% | 0.19% | -27.3% |
| Q1 2021 | $497,000 | -88.8% | 7,134 | -89.1% | 0.26% | -90.3% |
| Q4 2020 | $4,448,000 | -9.2% | 65,527 | -14.8% | 2.65% | -22.5% |
| Q3 2020 | $4,899,000 | +2.2% | 76,867 | -2.8% | 3.42% | -2.8% |
| Q2 2020 | $4,795,000 | -68.0% | 79,083 | -71.5% | 3.52% | -67.0% |
| Q1 2020 | $14,982,000 | -26.7% | 277,387 | -11.0% | 10.66% | -13.2% |
| Q4 2019 | $20,438,000 | +435.4% | 311,560 | +423.2% | 12.28% | +326.1% |
| Q3 2019 | $3,817,000 | – | 59,551 | – | 2.88% | – |
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% |