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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $435,221 | -4.1% | 6,013 | -1.5% | 0.26% | -3.0% |
| Q2 2023 | $453,710 | -9.5% | 6,104 | -11.4% | 0.26% | -19.0% |
| Q1 2023 | $501,397 | +0.3% | 6,893 | -0.6% | 0.33% | -7.9% |
| Q4 2022 | $499,869 | -85.7% | 6,933 | -86.9% | 0.36% | -86.6% |
| Q3 2022 | $3,496,000 | -99.9% | 52,883 | -0.7% | 2.65% | -8.2% |
| Q2 2022 | $3,740,946,000 | +100897.5% | 53,282 | +10.8% | 2.88% | +13.5% |
| Q1 2022 | $3,704,000 | +734.2% | 48,088 | +777.4% | 2.54% | +665.1% |
| Q4 2021 | $444,000 | +1.8% | 5,481 | -7.8% | 0.33% | -21.7% |
| Q3 2021 | $436,000 | -4.6% | 5,943 | -4.6% | 0.42% | -14.7% |
| Q2 2021 | $457,000 | -78.2% | 6,232 | -79.8% | 0.50% | -79.8% |
| Q1 2021 | $2,095,000 | -35.2% | 30,820 | -35.6% | 2.46% | -37.7% |
| Q4 2020 | $3,233,000 | – | 47,884 | – | 3.96% | – |
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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% |