ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 960 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.09 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,008 | -72.2% | 83 | -71.5% | 0.00% | -66.7% |
| Q2 2023 | $21,630 | +213.0% | 291 | +206.3% | 0.01% | +200.0% |
| Q1 2023 | $6,910 | +132.4% | 95 | +131.7% | 0.00% | +100.0% |
| Q4 2022 | $2,973 | -24.1% | 41 | -25.5% | 0.00% | 0.0% |
| Q3 2022 | $3,915 | -43.7% | 55 | -44.4% | 0.00% | -50.0% |
| Q2 2022 | $6,951 | -42.6% | 99 | -36.5% | 0.00% | -50.0% |
| Q1 2022 | $12,101 | +104.7% | 156 | +113.7% | 0.00% | +100.0% |
| Q4 2021 | $5,913 | +4.5% | 73 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $5,661 | +5.3% | 73 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $5,374 | -67.2% | 73 | -69.2% | 0.00% | -77.8% |
| Q1 2021 | $16,398 | -61.8% | 237 | -62.6% | 0.01% | -65.4% |
| Q4 2020 | $42,968 | – | 633 | – | 0.03% | – |
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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% |