ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 960 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.09 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $2,081,000 | 0.0% | 25,728 | 0.0% | 0.32% | 0.0% |
| Q4 2021 | $2,081,000 | -21.4% | 25,728 | -28.6% | 0.32% | -28.6% |
| Q3 2021 | $2,648,000 | -47.9% | 36,033 | -47.8% | 0.45% | -48.6% |
| Q2 2021 | $5,083,000 | -35.4% | 69,053 | -39.3% | 0.87% | -40.9% |
| Q1 2021 | $7,870,000 | -21.6% | 113,746 | -23.1% | 1.47% | -31.6% |
| Q4 2020 | $10,041,000 | -20.9% | 147,937 | -25.7% | 2.15% | -31.6% |
| Q3 2020 | $12,691,000 | +14.6% | 199,146 | +9.0% | 3.14% | +11.5% |
| Q2 2020 | $11,075,000 | +121.7% | 182,680 | +139.8% | 2.82% | +96.9% |
| Q4 2019 | $4,996,000 | +64.0% | 76,171 | +60.3% | 1.43% | +40.6% |
| Q3 2019 | $3,046,000 | +496.1% | 47,525 | +473.5% | 1.02% | +427.5% |
| Q2 2019 | $511,000 | -89.5% | 8,287 | -90.0% | 0.19% | -89.5% |
| Q1 2019 | $4,870,000 | +58.8% | 82,835 | +41.5% | 1.84% | +46.5% |
| Q4 2018 | $3,066,000 | – | 58,527 | – | 1.26% | – |
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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% |