ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,111 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.28 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $14,186 | -68.5% | 196 | -67.7% | 0.00% | -66.7% |
| Q2 2023 | $45,044 | +2.2% | 606 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $44,080 | +0.9% | 606 | 0.0% | 0.01% | -7.7% |
| Q4 2022 | $43,693 | +9.2% | 606 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $40,000 | -50.0% | 606 | -47.1% | 0.01% | -50.0% |
| Q2 2022 | $80,000 | -10.1% | 1,146 | 0.0% | 0.03% | -7.1% |
| Q1 2022 | $89,000 | -4.3% | 1,146 | 0.0% | 0.03% | -6.7% |
| Q4 2021 | $93,000 | +9.4% | 1,146 | 0.0% | 0.03% | 0.0% |
| Q3 2021 | $85,000 | 0.0% | 1,146 | 0.0% | 0.03% | -3.2% |
| Q2 2021 | $85,000 | -59.5% | 1,146 | -62.1% | 0.03% | -61.2% |
| Q1 2021 | $210,000 | -17.6% | 3,024 | -19.4% | 0.08% | -23.1% |
| Q4 2020 | $255,000 | -1.9% | 3,753 | -7.9% | 0.10% | -13.3% |
| Q3 2020 | $260,000 | +35.4% | 4,076 | +29.1% | 0.12% | +29.0% |
| Q2 2020 | $192,000 | – | 3,157 | – | 0.09% | – |
| Q1 2020 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q4 2019 | $17,000 | – | 253 | – | 0.01% | – |
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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% |