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 | $833,096 | -2.6% | 11,510 | 0.0% | 0.95% | +2.7% |
Q2 2023 | $855,537 | +1.9% | 11,510 | -0.2% | 0.92% | -4.5% |
Q1 2023 | $839,218 | +6.1% | 11,538 | +5.1% | 0.97% | +3.4% |
Q4 2022 | $791,217 | +10.5% | 10,975 | +1.2% | 0.94% | +3.8% |
Q3 2022 | $716,000 | -5.8% | 10,848 | +0.1% | 0.90% | +5.1% |
Q2 2022 | $760,000 | -6.4% | 10,832 | +0.4% | 0.86% | +5.4% |
Q1 2022 | $812,000 | -3.2% | 10,793 | +4.4% | 0.82% | +6.7% |
Q4 2021 | $839,000 | – | 10,343 | – | 0.76% | – |
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% |