ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 893 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.26 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,380,763 | +4.8% | 32,893 | +7.7% | 0.55% | +1.3% |
| Q2 2023 | $2,270,742 | +10.1% | 30,549 | +7.8% | 0.54% | +2.4% |
| Q1 2023 | $2,062,216 | +12.1% | 28,351 | +11.1% | 0.53% | +4.5% |
| Q4 2022 | $1,839,086 | +25.4% | 25,507 | +14.9% | 0.51% | +19.5% |
| Q3 2022 | $1,467,000 | -2.6% | 22,195 | +3.4% | 0.43% | +1.2% |
| Q2 2022 | $1,506,000 | -3.2% | 21,455 | +6.9% | 0.42% | +15.3% |
| Q1 2022 | $1,556,000 | +2.2% | 20,062 | +6.6% | 0.36% | -0.5% |
| Q4 2021 | $1,522,000 | +16.4% | 18,813 | +5.8% | 0.37% | -1.6% |
| Q3 2021 | $1,307,000 | +6.8% | 17,788 | +7.0% | 0.37% | -2.4% |
| Q2 2021 | $1,224,000 | +21.9% | 16,625 | +14.5% | 0.38% | +5.2% |
| Q1 2021 | $1,004,000 | +36.2% | 14,517 | +33.6% | 0.36% | +42.9% |
| Q4 2020 | $737,000 | -6.2% | 10,862 | -11.9% | 0.25% | -15.6% |
| Q3 2020 | $786,000 | +10.2% | 12,327 | +4.8% | 0.30% | -4.4% |
| Q2 2020 | $713,000 | +8.5% | 11,762 | +6.0% | 0.32% | +6.1% |
| Q1 2020 | $657,000 | +209.9% | 11,097 | +251.8% | 0.30% | +47.0% |
| Q4 2019 | $212,000 | – | 3,154 | – | 0.20% | – |
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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% |