ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 960 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.09 and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,345,924 | -6.7% | 32,623 | -3.6% | 1.05% | -3.1% |
Q2 2023 | $2,514,558 | +2.7% | 33,830 | +0.5% | 1.08% | -12.9% |
Q1 2023 | $2,449,560 | -0.9% | 33,676 | -1.7% | 1.24% | -10.8% |
Q4 2022 | $2,470,681 | -1.1% | 34,267 | -9.3% | 1.39% | -17.6% |
Q3 2022 | $2,497,000 | -16.5% | 37,769 | -11.3% | 1.69% | -0.9% |
Q2 2022 | $2,990,000 | -15.4% | 42,581 | -6.6% | 1.70% | 0.0% |
Q1 2022 | $3,536,000 | -20.1% | 45,588 | -16.6% | 1.70% | -14.0% |
Q4 2021 | $4,423,000 | -11.2% | 54,672 | -14.9% | 1.98% | -16.2% |
Q3 2021 | $4,980,000 | -13.2% | 64,211 | -17.6% | 2.36% | -21.8% |
Q2 2021 | $5,738,000 | -26.4% | 77,946 | -30.9% | 3.02% | -33.5% |
Q1 2021 | $7,801,000 | -11.6% | 112,753 | -14.0% | 4.54% | -12.9% |
Q4 2020 | $8,829,000 | -14.2% | 131,052 | -17.4% | 5.22% | -19.1% |
Q3 2020 | $10,294,000 | +5.9% | 158,736 | +4.1% | 6.45% | -3.1% |
Q2 2020 | $9,717,000 | +24.7% | 152,440 | +5.7% | 6.65% | -12.0% |
Q1 2020 | $7,790,000 | -12.1% | 144,240 | +6.7% | 7.56% | -3.8% |
Q4 2019 | $8,866,000 | – | 135,156 | – | 7.86% | – |
Download |
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% |