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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $134,911 | -2.1% | 1,854 | 0.0% | 0.03% | 0.0% |
| Q2 2023 | $137,808 | -1.5% | 1,854 | -3.6% | 0.03% | -5.7% |
| Q1 2023 | $139,880 | -76.3% | 1,923 | -76.5% | 0.04% | -77.3% |
| Q4 2022 | $589,562 | +54.3% | 8,177 | +41.5% | 0.15% | +43.9% |
| Q3 2022 | $382,000 | -10.7% | 5,779 | -5.2% | 0.11% | -7.8% |
| Q2 2022 | $428,000 | -8.5% | 6,099 | +1.1% | 0.12% | +0.9% |
| Q1 2022 | $468,000 | +1.3% | 6,030 | +5.6% | 0.12% | +4.5% |
| Q4 2021 | $462,000 | +9.2% | 5,710 | -0.9% | 0.11% | +1.9% |
| Q3 2021 | $423,000 | +0.7% | 5,761 | +0.9% | 0.11% | -3.6% |
| Q2 2021 | $420,000 | +6.3% | 5,711 | 0.0% | 0.11% | +3.7% |
| Q1 2021 | $395,000 | +1.8% | 5,711 | 0.0% | 0.11% | +1.9% |
| Q4 2020 | $388,000 | -65.0% | 5,711 | -67.2% | 0.11% | -68.4% |
| Q3 2020 | $1,110,000 | -3.5% | 17,422 | -8.1% | 0.34% | -17.3% |
| Q2 2020 | $1,150,000 | -86.1% | 18,967 | -87.6% | 0.40% | -88.4% |
| Q1 2020 | $8,284,000 | -38.8% | 153,380 | -25.6% | 3.49% | -52.8% |
| Q4 2019 | $13,527,000 | +3.0% | 206,198 | +0.6% | 7.40% | -3.7% |
| Q3 2019 | $13,138,000 | +4.5% | 204,968 | +0.6% | 7.69% | +1.1% |
| Q2 2019 | $12,578,000 | – | 203,758 | – | 7.61% | – |
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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% |