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 | $443,400 | -5.3% | 6,126 | -2.7% | 0.33% | +19.6% |
| Q2 2023 | $467,982 | +2.2% | 6,296 | 0.0% | 0.28% | -5.2% |
| Q1 2023 | $457,971 | +100774.7% | 6,296 | -0.1% | 0.29% | +3.2% |
| Q4 2022 | $454 | -99.9% | 6,301 | -0.5% | 0.28% | +2.5% |
| Q3 2022 | $419,000 | -6.1% | 6,332 | -0.3% | 0.28% | +10.0% |
| Q2 2022 | $446,000 | -7.9% | 6,352 | +1.7% | 0.25% | +0.4% |
| Q1 2022 | $484,000 | -7.6% | 6,245 | -3.7% | 0.25% | -8.1% |
| Q4 2021 | $524,000 | +10.3% | 6,483 | +0.3% | 0.27% | -2.5% |
| Q3 2021 | $475,000 | -0.2% | 6,466 | 0.0% | 0.28% | -10.0% |
| Q2 2021 | $476,000 | -96.8% | 6,466 | -97.0% | 0.31% | -97.0% |
| Q1 2021 | $15,035,000 | -1.3% | 217,299 | -3.1% | 10.34% | -11.4% |
| Q4 2020 | $15,230,000 | +11.8% | 224,362 | +5.0% | 11.67% | -1.7% |
| Q3 2020 | $13,621,000 | +4.4% | 213,724 | -0.7% | 11.87% | -3.3% |
| Q2 2020 | $13,045,000 | +13.7% | 215,156 | +1.3% | 12.28% | -0.6% |
| Q1 2020 | $11,472,000 | +2760.8% | 212,397 | +3377.4% | 12.35% | +3350.0% |
| Q4 2019 | $401,000 | – | 6,108 | – | 0.36% | – |
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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% |