ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 959 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.03 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $311,256 | -23.5% | 4,317 | -29.9% | 0.26% | -22.6% |
| Q3 2022 | $407,000 | -12.8% | 6,161 | -7.6% | 0.34% | +3.1% |
| Q2 2022 | $467,000 | -14.0% | 6,665 | -4.9% | 0.33% | +1.2% |
| Q1 2022 | $543,000 | -5.2% | 7,005 | -1.2% | 0.32% | -3.3% |
| Q4 2021 | $573,000 | +6.9% | 7,090 | 0.0% | 0.33% | +2.5% |
| Q3 2021 | $536,000 | +8.7% | 7,090 | +7.2% | 0.33% | +3.5% |
| Q2 2021 | $493,000 | +3.1% | 6,611 | -4.5% | 0.32% | -1.6% |
| Q1 2021 | $478,000 | +1.9% | 6,921 | -0.7% | 0.32% | -6.7% |
| Q4 2020 | $469,000 | -1.7% | 6,967 | -6.8% | 0.34% | -20.0% |
| Q3 2020 | $477,000 | +34.4% | 7,479 | +27.6% | 0.43% | +16.3% |
| Q2 2020 | $355,000 | +7000.0% | 5,860 | +7317.7% | 0.37% | +9125.0% |
| Q4 2019 | $5,000 | – | 79 | – | 0.00% | – |
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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% |