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 | $1,778,015 | +24.1% | 24,565 | +27.4% | 0.04% | +18.4% |
| Q2 2023 | $1,433,082 | +170.9% | 19,280 | +182.7% | 0.04% | +52.0% |
| Q1 2022 | $529,000 | -70.0% | 6,819 | -71.5% | 0.02% | -82.1% |
| Q3 2021 | $1,762,000 | +109.0% | 23,966 | +109.3% | 0.14% | +97.2% |
| Q2 2021 | $843,000 | +305.3% | 11,453 | +273.1% | 0.07% | +222.7% |
| Q4 2020 | $208,000 | -94.3% | 3,070 | -94.7% | 0.02% | -90.6% |
| Q3 2020 | $3,658,000 | +65.1% | 57,400 | +57.1% | 0.24% | +52.6% |
| Q2 2020 | $2,215,000 | -27.0% | 36,528 | -35.0% | 0.15% | -30.0% |
| Q1 2020 | $3,033,000 | +152.3% | 56,158 | +206.4% | 0.22% | +209.9% |
| Q4 2019 | $1,202,000 | +128.1% | 18,329 | +122.9% | 0.07% | +54.3% |
| Q3 2019 | $527,000 | – | 8,223 | – | 0.05% | – |
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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% |