ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 974 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.02 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $271,507 | +0.8% | 3,749 | +3.4% | 0.05% | +2.1% |
| Q2 2023 | $269,476 | -72.5% | 3,625 | -73.3% | 0.05% | -78.1% |
| Q4 2022 | $979,371 | +14.1% | 13,584 | +4.7% | 0.22% | +13.8% |
| Q3 2022 | $858,000 | -7.9% | 12,975 | -2.3% | 0.19% | -3.1% |
| Q2 2022 | $932,000 | -46.1% | 13,278 | -40.4% | 0.20% | -28.0% |
| Q1 2022 | $1,729,000 | +11.3% | 22,294 | +16.2% | 0.27% | +15.8% |
| Q4 2021 | $1,553,000 | +1.9% | 19,192 | -14.6% | 0.23% | -20.4% |
| Q4 2020 | $1,524,000 | +12.4% | 22,464 | +0.4% | 0.29% | -16.2% |
| Q2 2020 | $1,356,000 | – | 22,379 | – | 0.35% | – |
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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% |