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 | $309,527 | -14.4% | 4,277 | -12.1% | 0.09% | -4.4% |
| Q2 2023 | $361,521 | +43.5% | 4,864 | +40.5% | 0.09% | +51.7% |
| Q1 2023 | $251,852 | -28.4% | 3,462 | -29.0% | 0.06% | -27.7% |
| Q4 2022 | $351,531 | +18.0% | 4,876 | +8.3% | 0.08% | +31.7% |
| Q3 2022 | $298,000 | -8.9% | 4,504 | +4.5% | 0.06% | +3.3% |
| Q2 2022 | $327,000 | -1.2% | 4,312 | -4.9% | 0.06% | -3.2% |
| Q1 2022 | $331,000 | – | 4,532 | – | 0.06% | – |
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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% |