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 | $3,378,321 | -3.5% | 46,675 | -0.9% | 1.40% | -0.3% |
| Q2 2023 | $3,500,001 | +1.7% | 47,087 | -0.5% | 1.40% | +2.0% |
| Q1 2023 | $3,441,738 | -2.0% | 47,316 | -2.8% | 1.37% | -6.5% |
| Q4 2022 | $3,511,448 | +0.8% | 48,702 | -1.9% | 1.47% | -1.3% |
| Q3 2022 | $3,485,000 | 0.0% | 49,640 | 0.0% | 1.49% | 0.0% |
| Q2 2022 | $3,485,000 | -12.5% | 49,640 | -3.3% | 1.49% | -0.1% |
| Q1 2022 | $3,983,000 | -9.0% | 51,352 | -5.1% | 1.49% | -8.9% |
| Q4 2021 | $4,379,000 | -8.2% | 54,128 | -16.6% | 1.63% | -8.3% |
| Q3 2021 | $4,770,000 | -4.8% | 64,900 | -4.7% | 1.78% | -2.4% |
| Q2 2021 | $5,013,000 | +7.9% | 68,104 | +1.4% | 1.82% | -3.7% |
| Q1 2021 | $4,648,000 | +3.1% | 67,182 | +1.1% | 1.89% | -4.1% |
| Q4 2020 | $4,509,000 | +9.0% | 66,431 | +2.3% | 1.97% | -7.0% |
| Q3 2020 | $4,137,000 | +0.1% | 64,909 | -4.8% | 2.12% | -9.4% |
| Q2 2020 | $4,134,000 | +19.4% | 68,191 | +6.4% | 2.34% | -2.6% |
| Q1 2020 | $3,462,000 | +18.4% | 64,100 | +43.9% | 2.40% | +27.0% |
| Q4 2019 | $2,923,000 | +7.3% | 44,558 | +4.8% | 1.89% | -3.5% |
| Q3 2019 | $2,724,000 | +26.8% | 42,500 | +3.6% | 1.96% | -0.1% |
| Q2 2019 | $2,149,000 | -14.1% | 41,017 | -3.3% | 1.96% | +23.3% |
| Q1 2019 | $2,503,000 | +16.5% | 42,419 | +3.4% | 1.59% | -2.6% |
| Q4 2018 | $2,149,000 | – | 41,017 | – | 1.63% | – |
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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% |