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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $84,783 | +2.2% | 1,141 | 0.0% | 0.01% | -11.1% |
| Q1 2023 | $82,969 | +0.9% | 1,141 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $82,239 | +9.7% | 1,141 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $75,000 | -6.2% | 1,141 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $80,000 | -9.1% | 1,141 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $88,000 | -4.3% | 1,141 | 0.0% | 0.01% | -10.0% |
| Q4 2021 | $92,000 | +9.5% | 1,141 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $84,000 | 0.0% | 1,141 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $84,000 | +6.3% | 1,141 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $79,000 | +2.6% | 1,141 | 0.0% | 0.01% | -9.1% |
| Q4 2020 | $77,000 | +5.5% | 1,141 | 0.0% | 0.01% | -8.3% |
| Q3 2020 | $73,000 | -77.5% | 1,141 | -78.7% | 0.01% | -78.6% |
| Q2 2020 | $325,000 | +424.2% | 5,359 | +369.7% | 0.06% | +330.8% |
| Q1 2020 | $62,000 | -17.3% | 1,141 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $75,000 | +2.7% | 1,141 | 0.0% | 0.01% | -7.1% |
| Q3 2019 | $73,000 | -51.7% | 1,141 | -53.3% | 0.01% | -53.3% |
| Q2 2019 | $151,000 | +125.4% | 2,441 | +113.9% | 0.03% | +114.3% |
| Q1 2019 | $67,000 | +11.7% | 1,141 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $60,000 | -7.7% | 1,141 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $65,000 | +8.3% | 1,141 | +0.6% | 0.01% | +7.7% |
| Q2 2018 | $60,000 | – | 1,134 | – | 0.01% | – |
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% |