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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $447,135 | -8.8% | 6,074 | -10.3% | 0.22% | -13.9% |
| Q4 2022 | $490,094 | +7.0% | 6,773 | -2.2% | 0.26% | +32.1% |
| Q3 2022 | $458,000 | -13.6% | 6,923 | -8.3% | 0.20% | +3.7% |
| Q2 2022 | $530,000 | +25.0% | 7,548 | +38.1% | 0.19% | +22.7% |
| Q1 2022 | $424,000 | +28.5% | 5,464 | +34.0% | 0.15% | +14.1% |
| Q4 2021 | $330,000 | +65.0% | 4,077 | +49.8% | 0.14% | +27.4% |
| Q3 2021 | $200,000 | +284.6% | 2,721 | +284.9% | 0.11% | +158.5% |
| Q2 2021 | $52,000 | +6.1% | 707 | 0.0% | 0.04% | -8.9% |
| Q1 2021 | $49,000 | +2.1% | 707 | 0.0% | 0.04% | +45.2% |
| Q4 2020 | $48,000 | +6.7% | 707 | 0.0% | 0.03% | -11.4% |
| Q3 2020 | $45,000 | -8.2% | 707 | -12.8% | 0.04% | -14.6% |
| Q2 2020 | $49,000 | -12.5% | 811 | -4.7% | 0.04% | -39.7% |
| Q4 2019 | $56,000 | – | 851 | – | 0.07% | – |
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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% |