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 | $144,470 | -6.2% | 1,996 | -3.7% | 0.02% | -4.2% |
Q2 2023 | $154,086 | +2.1% | 2,073 | -0.1% | 0.02% | -4.0% |
Q1 2023 | $150,936 | -93.9% | 2,075 | -93.9% | 0.02% | -94.7% |
Q3 2021 | $2,481,000 | -77.0% | 33,760 | -79.5% | 0.48% | -72.4% |
Q4 2019 | $10,805,000 | -61.6% | 164,715 | -62.5% | 1.72% | -49.2% |
Q3 2019 | $28,162,000 | – | 439,342 | – | 3.40% | – |
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% |