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 | $582,955 | -28.3% | 8,054 | -26.4% | 0.72% | -12.6% |
| Q2 2023 | $813,122 | -7.6% | 10,939 | -9.6% | 0.83% | -7.4% |
| Q1 2023 | $880,450 | -37.2% | 12,104 | -37.7% | 0.89% | -17.6% |
| Q4 2022 | $1,401,829 | -8.8% | 19,442 | -16.4% | 1.08% | -11.1% |
| Q3 2022 | $1,537,000 | +20.8% | 23,252 | +28.3% | 1.22% | +27.8% |
| Q2 2022 | $1,272,000 | -26.2% | 18,119 | -18.5% | 0.95% | -15.8% |
| Q1 2022 | $1,724,000 | -49.5% | 22,226 | -47.3% | 1.13% | -45.6% |
| Q4 2021 | $3,415,000 | +95.1% | 42,211 | +77.3% | 2.08% | +87.7% |
| Q3 2021 | $1,750,000 | +29.8% | 23,808 | +30.0% | 1.11% | +33.3% |
| Q2 2021 | $1,348,000 | -1.5% | 18,317 | -7.4% | 0.83% | -6.3% |
| Q1 2021 | $1,369,000 | -39.9% | 19,781 | -41.1% | 0.89% | -42.0% |
| Q4 2020 | $2,279,000 | – | 33,570 | – | 1.53% | – |
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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% |