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 | $356,636 | +16.4% | 4,902 | +18.9% | 0.05% | +4.1% |
| Q2 2023 | $306,388 | -77.9% | 4,122 | -80.5% | 0.05% | -93.7% |
| Q4 2019 | $1,387,000 | +480.3% | 21,148 | +466.7% | 0.78% | +425.5% |
| Q3 2019 | $239,000 | +11.7% | 3,732 | +6.4% | 0.15% | +9.6% |
| Q2 2019 | $214,000 | -1.8% | 3,507 | -6.0% | 0.14% | -4.9% |
| Q1 2019 | $218,000 | +12.4% | 3,732 | 0.0% | 0.14% | +7.5% |
| Q4 2018 | $194,000 | – | 3,732 | +53214.3% | 0.13% | – |
| Q3 2018 | $0 | – | 7 | 0.0% | 0.00% | – |
| Q2 2018 | $0 | – | 7 | – | 0.00% | – |
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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% |