Halpern Financial, Inc. - ISHARES TR ownership

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
Halpern Financial, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$30,464,595
-16.1%
420,898
-13.8%
10.52%
-15.4%
Q2 2023$36,304,380
-3.9%
488,422
-5.9%
12.43%
-8.4%
Q1 2023$37,759,453
-12.0%
519,102
-12.7%
13.58%
-13.6%
Q4 2022$42,885,774
-8.5%
594,810
-16.1%
15.72%
-15.3%
Q3 2022$46,873,601
-2.7%
709,132
+3.3%
18.55%
-1.3%
Q2 2022$48,194,154
-3.1%
686,429
+7.1%
18.80%
+2.5%
Q1 2022$49,737,933
+1.7%
641,201
+6.1%
18.34%
-12.4%
Q4 2021$48,911,382
+12.0%
604,591
+1.8%
20.93%
+3.4%
Q3 2021$43,661,104
+2.7%
594,029
+2.9%
20.24%
+1.1%
Q2 2021$42,494,216
-1.7%
577,289
-7.6%
20.01%
-4.4%
Q1 2021$43,228,364
+7.1%
624,778
+5.1%
20.92%
-0.3%
Q4 2020$40,357,418
+11.9%
594,541
+5.1%
20.98%
-1.5%
Q3 2020$36,054,969
+18.8%
565,746
+13.0%
21.31%
+5.9%
Q2 2020$30,360,732
+64.1%
500,754
+46.2%
20.13%
+15.6%
Q1 2020$18,503,463
+0.5%
342,593
+22.1%
17.42%
+21.4%
Q4 2019$18,409,223280,62814.34%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Financial Advisors, LLC 1,016,718$71,384,00025.21%
Cassia Capital Partners, LLC 277,658$19,494,00019.46%
Halpern Financial, Inc. 686,429$48,194,15418.80%
Legacy Financial Advisors, Inc. 819,533$57,539,00014.30%
AGILIS PARTNERS LLC 304,638$21,389,00013.23%
ABSOLUTE CAPITAL MANAGEMENT, LLC 113,006$7,934,00012.73%
Summit Wealth Group, LLC 145,055$10,184,00012.03%
Sovereign Investment Advisors, LLC 378,540$26,577,00011.51%
Tillar-Wenstrup Advisors, LLC 312,012$21,906,00010.96%
Darrow Company, Inc. 156,538$10,990,00010.87%
View complete list of ISHARES TR shareholders