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 | $8,215,477 | -1.8% | 113,505 | +0.8% | 7.23% | +1.0% |
| Q2 2023 | $8,366,301 | +4.3% | 112,556 | +2.1% | 7.16% | -8.5% |
| Q1 2023 | $8,022,395 | +4.0% | 110,289 | +3.1% | 7.83% | -4.1% |
| Q4 2022 | $7,713,774 | +7.9% | 106,987 | -1.1% | 8.16% | -4.9% |
| Q3 2022 | $7,147,135 | -7.1% | 108,126 | -1.3% | 8.58% | -0.6% |
| Q2 2022 | $7,690,356 | -8.1% | 109,534 | +1.5% | 8.63% | +1.2% |
| Q1 2022 | $8,372,143 | -20.4% | 107,930 | -17.0% | 8.53% | -9.7% |
| Q4 2021 | $10,516,438 | – | 129,993 | – | 9.44% | – |
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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% |