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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $409,000 | +8.8% | 5,056 | -1.1% | 0.17% | +0.6% |
| Q3 2021 | $376,000 | -10.7% | 5,113 | -10.7% | 0.17% | -10.2% |
| Q2 2021 | $421,000 | -90.7% | 5,724 | -91.3% | 0.19% | -91.1% |
| Q1 2021 | $4,532,000 | +2.9% | 65,497 | +0.9% | 2.10% | -7.2% |
| Q4 2020 | $4,406,000 | +6.3% | 64,904 | -0.2% | 2.27% | -3.3% |
| Q3 2020 | $4,144,000 | +8.9% | 65,032 | +3.6% | 2.34% | +2.5% |
| Q2 2020 | $3,806,000 | +1330.8% | 62,772 | +1174.0% | 2.29% | +1116.5% |
| Q1 2020 | $266,000 | – | 4,927 | – | 0.19% | – |
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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% |