ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,111 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.28 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $366,923 | +55.5% | 5,069 | +59.7% | 0.25% | +56.2% |
| Q2 2023 | $235,962 | +5.8% | 3,175 | +3.6% | 0.16% | -4.2% |
| Q1 2023 | $222,993 | +3.0% | 3,066 | +2.1% | 0.17% | -3.5% |
| Q4 2022 | $216,492 | +2.1% | 3,003 | -6.2% | 0.17% | +2.4% |
| Q3 2022 | $212,000 | -6.6% | 3,201 | -1.0% | 0.17% | -10.6% |
| Q2 2022 | $227,000 | -84.9% | 3,232 | -82.6% | 0.19% | -87.1% |
| Q1 2022 | $1,502,000 | 0.0% | 18,568 | 0.0% | 1.47% | 0.0% |
| Q4 2021 | $1,502,000 | +9.5% | 18,568 | -0.5% | 1.47% | +13.8% |
| Q3 2021 | $1,372,000 | -0.7% | 18,661 | -0.6% | 1.29% | +0.2% |
| Q2 2021 | $1,381,000 | – | 18,767 | – | 1.29% | – |
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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% |