ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 959 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.03 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,173,749 | -9.1% | 57,664 | -6.7% | 0.82% | -5.3% |
| Q2 2023 | $4,591,765 | -7.4% | 61,775 | -9.4% | 0.86% | -14.9% |
| Q1 2023 | $4,958,233 | -6.7% | 68,164 | -7.6% | 1.01% | -16.8% |
| Q4 2022 | $5,317,091 | +7.2% | 73,746 | -1.7% | 1.22% | -6.7% |
| Q3 2022 | $4,961,000 | -6.6% | 75,058 | -0.8% | 1.30% | -4.2% |
| Q2 2022 | $5,311,000 | -13.4% | 75,643 | -4.3% | 1.36% | -5.0% |
| Q1 2022 | $6,131,000 | -68.8% | 79,037 | -67.5% | 1.43% | -69.8% |
| Q4 2021 | $19,650,000 | +13.2% | 242,886 | +2.8% | 4.74% | +0.4% |
| Q3 2021 | $17,363,000 | +0.4% | 236,227 | +0.5% | 4.72% | +0.3% |
| Q2 2021 | $17,298,000 | +10.3% | 234,989 | +3.6% | 4.70% | -3.1% |
| Q1 2021 | $15,687,000 | +8.8% | 226,719 | +6.8% | 4.85% | -2.0% |
| Q4 2020 | $14,414,000 | +9.1% | 212,342 | +2.4% | 4.95% | -6.2% |
| Q3 2020 | $13,212,000 | +7.6% | 207,308 | +2.3% | 5.28% | +2.9% |
| Q2 2020 | $12,283,000 | +11.3% | 202,596 | -0.8% | 5.13% | -4.7% |
| Q1 2020 | $11,031,000 | +29.7% | 204,247 | +57.1% | 5.38% | +31.7% |
| Q4 2019 | $8,507,000 | – | 130,046 | – | 4.09% | – |
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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% |