ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 974 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.02 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $725,899 | -18.8% | 10,029 | -16.6% | 0.47% | -19.8% |
| Q2 2023 | $894,116 | -11.9% | 12,029 | -13.8% | 0.59% | -13.7% |
| Q1 2023 | $1,015,450 | -9.0% | 13,960 | -9.8% | 0.68% | -16.9% |
| Q4 2022 | $1,115,387 | +12.4% | 15,470 | +3.1% | 0.82% | +2.5% |
| Q3 2022 | $992,000 | -24.1% | 15,010 | -19.3% | 0.80% | -21.2% |
| Q2 2022 | $1,307,000 | -36.9% | 18,610 | -30.2% | 1.01% | -18.7% |
| Q1 2022 | $2,070,000 | -7.1% | 26,680 | -3.1% | 1.25% | -1.6% |
| Q4 2021 | $2,228,000 | +1.5% | 27,542 | -7.7% | 1.27% | -4.6% |
| Q3 2021 | $2,194,000 | +4.1% | 29,846 | +4.3% | 1.33% | +1.2% |
| Q2 2021 | $2,107,000 | +9.0% | 28,627 | +2.5% | 1.31% | -2.8% |
| Q1 2021 | $1,933,000 | -15.1% | 27,941 | -16.7% | 1.35% | -19.9% |
| Q4 2020 | $2,276,000 | – | 33,533 | – | 1.68% | – |
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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% |