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 | $6,877,846 | +0.6% | 94,518 | +2.8% | 2.71% | +1.7% |
| Q2 2023 | $6,837,171 | +4.1% | 91,984 | +1.8% | 2.67% | -1.9% |
| Q1 2023 | $6,570,968 | +5.9% | 90,335 | +5.0% | 2.72% | -1.5% |
| Q4 2022 | $6,204,926 | +10.1% | 86,060 | +1.5% | 2.76% | -13.6% |
| Q3 2022 | $5,634,000 | -3.9% | 84,803 | +1.6% | 3.19% | +0.9% |
| Q2 2022 | $5,860,000 | -17.7% | 83,464 | -9.1% | 3.16% | +14.0% |
| Q1 2022 | $7,121,000 | -4.1% | 91,801 | +0.0% | 2.77% | +0.9% |
| Q4 2021 | $7,424,000 | +11.3% | 91,765 | +1.1% | 2.75% | +1.0% |
| Q3 2021 | $6,669,000 | +2.7% | 90,734 | +2.8% | 2.72% | -1.4% |
| Q2 2021 | $6,496,000 | +14.4% | 88,245 | +7.5% | 2.76% | +10.3% |
| Q1 2021 | $5,679,000 | +10.2% | 82,077 | +8.1% | 2.50% | +3.8% |
| Q4 2020 | $5,152,000 | – | 75,893 | – | 2.41% | – |
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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% |