ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,113 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.08 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $4,806,000 | -6.5% | 61,962 | -2.4% | 3.05% | -13.4% |
| Q4 2021 | $5,138,000 | +11.1% | 63,513 | +0.9% | 3.52% | +0.0% |
| Q3 2021 | $4,625,000 | -1.2% | 62,928 | -1.0% | 3.52% | -3.0% |
| Q2 2021 | $4,679,000 | -2.5% | 63,562 | -8.4% | 3.63% | -15.8% |
| Q1 2021 | $4,799,000 | -2.9% | 69,353 | -4.7% | 4.31% | -7.9% |
| Q4 2020 | $4,940,000 | – | 72,782 | – | 4.68% | – |
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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% |