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 | $823,663 | +233.5% | 11,380 | +257.0% | 0.54% | +119.0% |
Q1 2022 | $247,000 | -10.2% | 3,188 | -6.5% | 0.25% | +31.2% |
Q4 2021 | $275,000 | -98.8% | 3,411 | -99.0% | 0.19% | -99.3% |
Q4 2019 | $22,943,000 | +118.3% | 349,738 | +113.3% | 26.56% | +130.5% |
Q3 2019 | $10,509,000 | +19.7% | 163,944 | +15.3% | 11.52% | +10.0% |
Q2 2019 | $8,779,000 | +15.6% | 142,216 | +10.1% | 10.47% | +8.4% |
Q1 2019 | $7,595,000 | – | 129,163 | – | 9.66% | – |
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% |