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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $215,000 | -8.5% | 2,652 | -17.0% | 0.04% | -17.4% |
| Q3 2021 | $235,000 | -10.3% | 3,195 | -10.2% | 0.05% | -11.5% |
| Q2 2021 | $262,000 | -33.3% | 3,557 | -37.4% | 0.05% | -38.8% |
| Q1 2021 | $393,000 | -18.5% | 5,681 | -20.0% | 0.08% | -25.4% |
| Q4 2020 | $482,000 | -11.7% | 7,097 | -17.1% | 0.11% | -20.3% |
| Q3 2020 | $546,000 | +2.8% | 8,566 | -2.2% | 0.14% | -7.1% |
| Q2 2020 | $531,000 | -25.2% | 8,761 | -33.4% | 0.15% | -36.4% |
| Q1 2020 | $710,000 | -88.0% | 13,151 | -85.4% | 0.24% | -85.2% |
| Q4 2019 | $5,899,000 | – | 89,921 | – | 1.63% | – |
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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% |