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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,389,983 | -2.8% | 19,204 | -0.1% | 0.34% | +4.7% |
| Q2 2023 | $1,429,363 | -23.0% | 19,230 | -24.6% | 0.32% | -27.8% |
| Q1 2023 | $1,855,427 | -6.4% | 25,508 | -7.2% | 0.45% | -8.2% |
| Q4 2022 | $1,981,737 | +9.1% | 27,486 | +0.0% | 0.49% | +2.7% |
| Q3 2022 | $1,816,000 | -12.5% | 27,474 | -7.0% | 0.47% | +24.1% |
| Q2 2022 | $2,075,000 | +470.1% | 29,548 | +528.8% | 0.38% | +514.5% |
| Q1 2022 | $364,000 | +14.1% | 4,699 | +8.3% | 0.06% | +6.9% |
| Q3 2021 | $319,000 | 0.0% | 4,340 | 0.0% | 0.06% | -3.3% |
| Q2 2021 | $319,000 | -28.3% | 4,340 | -32.5% | 0.06% | -34.8% |
| Q1 2021 | $445,000 | -48.4% | 6,433 | -49.4% | 0.09% | -52.6% |
| Q4 2020 | $863,000 | -46.8% | 12,718 | -50.0% | 0.19% | -53.5% |
| Q3 2020 | $1,621,000 | +124.5% | 25,434 | +113.6% | 0.42% | +52.2% |
| Q2 2020 | $722,000 | -3.1% | 11,907 | -13.7% | 0.27% | -16.2% |
| Q1 2020 | $745,000 | -13.8% | 13,790 | +4.7% | 0.33% | -4.4% |
| Q4 2019 | $864,000 | – | 13,175 | – | 0.34% | – |
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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% |