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 2021 | $2,461,000 | +4.5% | 31,970 | -0.1% | 0.59% | -18.6% |
| Q2 2021 | $2,355,000 | +8.5% | 31,999 | +2.0% | 0.72% | -1.8% |
| Q1 2021 | $2,170,000 | +6.8% | 31,358 | +4.3% | 0.74% | +4.7% |
| Q4 2020 | $2,032,000 | +10.2% | 30,061 | +3.9% | 0.70% | -26.5% |
| Q3 2020 | $1,844,000 | +5.9% | 28,930 | +0.8% | 0.96% | -21.3% |
| Q2 2020 | $1,741,000 | +10.4% | 28,713 | -1.6% | 1.21% | -6.1% |
| Q1 2020 | $1,577,000 | -13.5% | 29,193 | +5.0% | 1.29% | +23.2% |
| Q4 2019 | $1,824,000 | +19.4% | 27,804 | +16.7% | 1.05% | +5.4% |
| Q3 2019 | $1,527,000 | +71.4% | 23,828 | +57.2% | 1.00% | +63.9% |
| Q2 2019 | $891,000 | 0.0% | 15,157 | 0.0% | 0.61% | 0.0% |
| Q1 2019 | $891,000 | – | 15,157 | – | 0.61% | – |
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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% |