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 | $1,286,047 | -25.1% | 17,768 | -23.1% | 1.08% | -22.8% |
Q2 2023 | $1,717,394 | +1.1% | 23,105 | -1.1% | 1.40% | +6.2% |
Q1 2023 | $1,699,206 | -5.6% | 23,360 | -6.4% | 1.32% | -2.9% |
Q4 2022 | $1,800,119 | +12.0% | 24,967 | +2.7% | 1.36% | -4.1% |
Q3 2022 | $1,607,000 | -3.0% | 24,320 | +3.1% | 1.42% | +4.8% |
Q2 2022 | $1,656,000 | -2.0% | 23,578 | +8.2% | 1.35% | +18.9% |
Q1 2022 | $1,690,000 | -3.8% | 21,783 | +0.3% | 1.14% | -4.9% |
Q4 2021 | $1,757,000 | +46.3% | 21,718 | +32.9% | 1.20% | +25.5% |
Q3 2021 | $1,201,000 | -2.8% | 16,347 | -2.6% | 0.95% | +1.8% |
Q2 2021 | $1,235,000 | +12.0% | 16,780 | +5.3% | 0.94% | +5.4% |
Q1 2021 | $1,103,000 | -0.3% | 15,929 | -2.2% | 0.89% | -2.1% |
Q4 2020 | $1,106,000 | – | 16,295 | – | 0.91% | – |
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% |