ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,014 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.24 and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $295 | -8.4% | 4,077 | -6.0% | 0.26% | +102.3% |
| Q2 2023 | $322 | +875.8% | 4,338 | -99.8% | 0.13% | -83.5% |
| Q1 2023 | $33 | -99.7% | 2,382,567 | +1394.6% | 0.79% | -93.5% |
| Q4 2022 | $11,493 | -99.9% | 159,410 | +4.5% | 12.13% | +2.0% |
| Q3 2022 | $10,085,000 | -1.0% | 152,573 | +5.2% | 11.90% | -1.1% |
| Q2 2022 | $10,184,000 | -7.1% | 145,055 | +2.6% | 12.03% | +4.8% |
| Q1 2022 | $10,965,000 | +4.2% | 141,361 | +8.7% | 11.48% | -4.2% |
| Q4 2021 | $10,520,000 | +13.6% | 130,032 | +3.2% | 11.99% | -18.1% |
| Q3 2021 | $9,262,000 | +11.9% | 126,016 | +12.1% | 14.65% | +19.1% |
| Q2 2021 | $8,278,000 | +13.4% | 112,458 | +6.6% | 12.29% | +4.5% |
| Q1 2021 | $7,300,000 | +11.6% | 105,513 | +9.5% | 11.76% | +186.6% |
| Q4 2020 | $6,542,000 | – | 96,381 | – | 4.10% | – |
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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% |