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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $3,772,329 | -21.2% | 52,118 | -19.1% | 2.00% | -18.3% |
Q2 2023 | $4,787,268 | +2.5% | 64,405 | +0.3% | 2.44% | -2.3% |
Q1 2023 | $4,671,765 | +0.4% | 64,226 | +1.1% | 2.50% | +0.0% |
Q4 2022 | $4,651,407 | +44.9% | 63,544 | +38.2% | 2.50% | +34.1% |
Q3 2022 | $3,209,000 | -3.2% | 45,982 | +1.4% | 1.86% | +3.5% |
Q2 2022 | $3,314,000 | +56.4% | 45,334 | +52.6% | 1.80% | +47.6% |
Q1 2022 | $2,119,000 | -6.4% | 29,712 | +6.2% | 1.22% | +5.2% |
Q4 2021 | $2,263,000 | – | 27,978 | – | 1.16% | – |
Download |
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% |