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 | $6,072,019 | -2.1% | 83,891 | +0.5% | 3.85% | +1.1% |
| Q2 2023 | $6,204,165 | +3.8% | 83,468 | +1.6% | 3.81% | -5.4% |
| Q1 2023 | $5,976,572 | +0.8% | 82,163 | -0.0% | 4.02% | -10.6% |
| Q4 2022 | $5,926,913 | +38.9% | 82,204 | +41.6% | 4.50% | +6.1% |
| Q3 2022 | $4,268,000 | 0.0% | 58,062 | 0.0% | 4.24% | 0.0% |
| Q2 2022 | $4,268,000 | -29.2% | 58,062 | -25.3% | 4.24% | -14.0% |
| Q1 2022 | $6,026,000 | -11.0% | 77,681 | -7.1% | 4.94% | -11.5% |
| Q4 2021 | $6,767,000 | +58.6% | 83,647 | +44.1% | 5.58% | +31.5% |
| Q3 2021 | $4,268,000 | -9.4% | 58,062 | -9.3% | 4.24% | -7.8% |
| Q2 2021 | $4,712,000 | +2.9% | 64,014 | +0.8% | 4.60% | +1.1% |
| Q1 2021 | $4,581,000 | -7.5% | 63,536 | -12.9% | 4.55% | -3.8% |
| Q4 2020 | $4,950,000 | – | 72,917 | – | 4.73% | – |
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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% |