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 2019 | $428,000 | -96.8% | 6,659 | -96.9% | 0.87% | -93.1% |
Q2 2019 | $13,439,000 | +11.9% | 213,577 | +4.6% | 12.73% | +30.8% |
Q1 2019 | $12,007,000 | +0.4% | 204,100 | -10.6% | 9.73% | -17.8% |
Q4 2018 | $11,958,000 | -3.5% | 228,201 | +5.0% | 11.84% | +11.4% |
Q3 2018 | $12,388,000 | +24.3% | 217,299 | +16.1% | 10.64% | +0.6% |
Q2 2018 | $9,965,000 | +8.9% | 187,190 | +6.2% | 10.58% | +19.7% |
Q1 2018 | $9,150,000 | +1.7% | 176,267 | +4.7% | 8.84% | +8.8% |
Q4 2017 | $8,997,000 | – | 168,331 | – | 8.12% | – |
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% |