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 | $201,511 | -9.8% | 2,711 | -11.8% | 0.03% | -17.9% |
Q1 2023 | $223,431 | -18.5% | 3,072 | -19.2% | 0.04% | -25.0% |
Q4 2022 | $274,061 | +7.9% | 3,801 | -1.1% | 0.05% | -3.7% |
Q3 2022 | $254,000 | -10.6% | 3,845 | -5.0% | 0.05% | -19.4% |
Q2 2022 | $284,000 | -12.6% | 4,049 | -3.3% | 0.07% | -1.5% |
Q1 2022 | $325,000 | -3.8% | 4,186 | +0.1% | 0.07% | 0.0% |
Q4 2021 | $338,000 | +6.3% | 4,183 | -3.4% | 0.07% | -4.2% |
Q3 2021 | $318,000 | -3.6% | 4,328 | -3.4% | 0.07% | -4.1% |
Q2 2021 | $330,000 | -8.3% | 4,481 | -13.9% | 0.07% | -16.9% |
Q1 2021 | $360,000 | -56.3% | 5,203 | -57.1% | 0.09% | -58.6% |
Q4 2020 | $823,000 | +8.6% | 12,130 | +2.6% | 0.22% | -7.3% |
Q3 2020 | $758,000 | – | 11,819 | – | 0.23% | – |
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% |