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 | $9,410 | -99.1% | 130 | -99.1% | 0.00% | -99.1% |
| Q2 2021 | $1,041,000 | +22.5% | 14,142 | +15.1% | 0.46% | +14.0% |
| Q1 2021 | $850,000 | -20.6% | 12,292 | -22.1% | 0.41% | -24.6% |
| Q4 2020 | $1,071,000 | -45.4% | 15,783 | -48.8% | 0.54% | -36.2% |
| Q3 2020 | $1,963,000 | +1.1% | 30,809 | -0.2% | 0.85% | +7.6% |
| Q2 2020 | $1,942,000 | -15.3% | 30,871 | -27.3% | 0.79% | -26.7% |
| Q1 2020 | $2,293,000 | -19.4% | 42,459 | -2.1% | 1.07% | -9.1% |
| Q4 2019 | $2,844,000 | -96.8% | 43,358 | -96.9% | 1.18% | -95.2% |
| Q3 2019 | $89,248,000 | +5.5% | 1,393,849 | +1.7% | 24.46% | +0.7% |
| Q2 2019 | $84,576,000 | +24.0% | 1,370,090 | +18.1% | 24.29% | +26.7% |
| Q1 2019 | $68,223,000 | +20.2% | 1,160,256 | +7.1% | 19.17% | +4.3% |
| Q4 2018 | $56,751,000 | – | 1,083,042 | – | 18.38% | – |
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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% |