ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,113 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.08 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $110,461 | +2.3% | 1,486 | +0.1% | 0.02% | -4.2% |
Q1 2023 | $107,925 | +111.7% | 1,484 | +109.9% | 0.02% | +100.0% |
Q4 2022 | $50,972 | +10.8% | 707 | +0.9% | 0.01% | 0.0% |
Q3 2022 | $46,000 | -6.1% | 701 | 0.0% | 0.01% | -7.7% |
Q2 2022 | $49,000 | -9.3% | 701 | +0.3% | 0.01% | 0.0% |
Q1 2022 | $54,000 | -3.6% | 699 | +0.3% | 0.01% | -7.1% |
Q4 2021 | $56,000 | +27.3% | 697 | +0.3% | 0.01% | -56.2% |
Q3 2021 | $44,000 | -13.7% | 695 | 0.0% | 0.03% | +113.3% |
Q2 2021 | $51,000 | +6.2% | 695 | 0.0% | 0.02% | -16.7% |
Q1 2021 | $48,000 | +2.1% | 695 | 0.0% | 0.02% | -37.9% |
Q4 2020 | $47,000 | +6.8% | 695 | 0.0% | 0.03% | -9.4% |
Q3 2020 | $44,000 | +4.8% | 695 | 0.0% | 0.03% | -8.6% |
Q2 2020 | $42,000 | +10.5% | 695 | 0.0% | 0.04% | -10.3% |
Q1 2020 | $38,000 | – | 695 | – | 0.04% | – |
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% |