ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,111 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.28 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $168,879 | +98085.5% | 2,284 | -2.6% | 0.07% | -1.4% |
| Q4 2022 | $172 | -99.9% | 2,344 | +4.6% | 0.07% | +3.0% |
| Q3 2022 | $158,000 | -6.0% | 2,241 | 0.0% | 0.07% | -2.9% |
| Q2 2022 | $168,000 | -3.4% | 2,241 | 0.0% | 0.07% | 0.0% |
| Q1 2022 | $174,000 | -3.9% | 2,241 | 0.0% | 0.07% | +3.0% |
| Q4 2021 | $181,000 | +9.7% | 2,241 | 0.0% | 0.07% | +17.5% |
| Q3 2021 | $165,000 | 0.0% | 2,241 | 0.0% | 0.06% | +7.5% |
| Q2 2021 | $165,000 | +6.5% | 2,241 | 0.0% | 0.05% | -3.6% |
| Q1 2021 | $155,000 | -7.7% | 2,241 | -9.5% | 0.06% | -20.3% |
| Q4 2020 | $168,000 | +6.3% | 2,477 | 0.0% | 0.07% | -8.0% |
| Q3 2020 | $158,000 | +5.3% | 2,477 | 0.0% | 0.08% | -5.1% |
| Q2 2020 | $150,000 | +11.9% | 2,477 | 0.0% | 0.08% | -7.1% |
| Q1 2020 | $134,000 | -26.0% | 2,477 | -10.4% | 0.08% | -15.0% |
| Q4 2019 | $181,000 | -15.0% | 2,766 | -16.9% | 0.10% | -21.9% |
| Q3 2019 | $213,000 | +3.9% | 3,328 | 0.0% | 0.13% | -3.0% |
| Q2 2019 | $205,000 | -76.1% | 3,328 | -77.1% | 0.13% | -77.7% |
| Q1 2019 | $856,000 | -13.9% | 14,561 | -23.3% | 0.59% | -23.7% |
| Q4 2018 | $994,000 | – | 18,973 | – | 0.78% | – |
Download | ||||||
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% |