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 | $1,582,082 | -1.3% | 21,858 | +1.4% | 0.19% | +1.1% |
| Q2 2023 | $1,602,109 | -20.3% | 21,554 | -22.0% | 0.19% | -25.1% |
| Q1 2023 | $2,010,825 | -23.4% | 27,644 | -24.1% | 0.25% | -27.9% |
| Q4 2022 | $2,624,873 | +5.3% | 36,406 | -3.4% | 0.35% | -7.9% |
| Q3 2022 | $2,492,000 | -10.5% | 37,700 | -5.0% | 0.38% | -9.4% |
| Q2 2022 | $2,785,000 | -8.9% | 39,665 | +0.7% | 0.42% | -1.2% |
| Q1 2022 | $3,057,000 | -3.6% | 39,408 | +0.5% | 0.42% | -4.3% |
| Q4 2021 | $3,171,000 | +9.0% | 39,194 | -0.9% | 0.44% | -3.5% |
| Q3 2021 | $2,908,000 | +2.9% | 39,567 | +3.1% | 0.46% | -0.4% |
| Q2 2021 | $2,825,000 | +11.7% | 38,375 | +5.0% | 0.46% | +10.3% |
| Q1 2021 | $2,529,000 | – | 36,557 | – | 0.42% | – |
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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% |