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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $3,906,208 | -1.9% | 53,681 | +0.2% | 2.05% | +3.5% |
Q2 2023 | $3,983,791 | +3.9% | 53,596 | +1.7% | 1.98% | +4.5% |
Q1 2023 | $3,832,817 | +0.9% | 52,692 | -0.0% | 1.90% | +3.0% |
Q4 2022 | $3,799,454 | +127.5% | 52,697 | +108.6% | 1.84% | +115.4% |
Q3 2022 | $1,670,000 | -18.8% | 25,258 | -13.7% | 0.86% | -15.8% |
Q2 2022 | $2,056,000 | -5.5% | 29,278 | +4.4% | 1.02% | +19.0% |
Q1 2022 | $2,175,000 | -19.1% | 28,037 | -15.6% | 0.85% | +12.5% |
Q4 2021 | $2,687,000 | – | 33,211 | – | 0.76% | – |
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% |