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 | $1,399,907 | -42.0% | 19,341 | -40.5% | 0.53% | -41.1% |
Q2 2023 | $2,415,656 | -8.6% | 32,499 | -10.6% | 0.90% | -16.5% |
Q1 2023 | $2,643,667 | +13.1% | 36,344 | +12.1% | 1.08% | +6.1% |
Q4 2022 | $2,336,564 | +4.9% | 32,407 | -3.8% | 1.02% | -3.1% |
Q3 2022 | $2,227,000 | +15.0% | 33,690 | +22.1% | 1.05% | +21.3% |
Q2 2022 | $1,937,000 | -13.6% | 27,594 | -4.5% | 0.87% | -2.5% |
Q1 2022 | $2,241,000 | -12.3% | 28,890 | -8.6% | 0.89% | -14.3% |
Q4 2021 | $2,556,000 | – | 31,594 | – | 1.04% | – |
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% |