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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $452,013 | -4.6% | 6,245 | -2.0% | 0.14% | +92.9% |
| Q2 2023 | $473,631 | +7.2% | 6,372 | +4.9% | 0.07% | -47.4% |
| Q1 2023 | $441,968 | +0.9% | 6,076 | 0.0% | 0.13% | -3.6% |
| Q4 2022 | $438,080 | +5.3% | 6,076 | -3.2% | 0.14% | -3.5% |
| Q3 2022 | $416,000 | -5.7% | 6,277 | +1.8% | 0.14% | +1.4% |
| Q2 2022 | $441,000 | -7.4% | 6,163 | +0.4% | 0.14% | +5.2% |
| Q1 2022 | $476,000 | -4.2% | 6,138 | 0.0% | 0.13% | +1.5% |
| Q4 2021 | $497,000 | +0.4% | 6,138 | -8.8% | 0.13% | -9.6% |
| Q3 2021 | $495,000 | -4.1% | 6,733 | -4.0% | 0.15% | -3.9% |
| Q2 2021 | $516,000 | -18.4% | 7,014 | -23.2% | 0.15% | -24.8% |
| Q1 2021 | $632,000 | -6.4% | 9,131 | -8.1% | 0.20% | +11.0% |
| Q4 2020 | $675,000 | +0.4% | 9,941 | -5.8% | 0.18% | -30.5% |
| Q3 2020 | $672,000 | +25.1% | 10,551 | +19.2% | 0.26% | +13.4% |
| Q2 2020 | $537,000 | +45.1% | 8,849 | +29.1% | 0.23% | +20.9% |
| Q1 2020 | $370,000 | -31.4% | 6,856 | -16.6% | 0.19% | -5.0% |
| Q4 2019 | $539,000 | +1.7% | 8,221 | -0.6% | 0.20% | -6.5% |
| Q3 2019 | $530,000 | +4.5% | 8,271 | +0.7% | 0.22% | +3.9% |
| Q2 2019 | $507,000 | +16.3% | 8,211 | +10.7% | 0.21% | +10.1% |
| Q1 2019 | $436,000 | +10800.0% | 7,420 | +9793.3% | 0.19% | +9300.0% |
| Q4 2018 | $4,000 | -63.6% | 75 | -61.5% | 0.00% | -50.0% |
| Q3 2018 | $11,000 | +10.0% | 195 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $10,000 | 0.0% | 195 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $10,000 | 0.0% | 195 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $10,000 | 0.0% | 195 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $10,000 | 0.0% | 195 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $10,000 | +11.1% | 195 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $9,000 | 0.0% | 195 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $9,000 | -99.9% | 195 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $8,671,000 | -76.1% | 195 | -75.2% | 0.00% | -76.5% |
| Q2 2016 | $36,274,000 | +11.6% | 785 | +6.1% | 0.02% | +13.3% |
| Q1 2016 | $32,508,000 | – | 740 | – | 0.02% | – |
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% |