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 2014 | $8,173,000 | +1.1% | 216,900 | -0.1% | 1.79% | +1.5% |
| Q2 2014 | $8,081,000 | -0.0% | 217,125 | -3.2% | 1.76% | -0.5% |
| Q1 2014 | $8,083,000 | -3.6% | 224,270 | -5.0% | 1.77% | -5.4% |
| Q4 2013 | $8,381,000 | +7.0% | 236,095 | +0.2% | 1.87% | -0.4% |
| Q3 2013 | $7,830,000 | -4.7% | 235,645 | -6.6% | 1.88% | -17.5% |
| Q2 2013 | $8,219,000 | – | 252,420 | – | 2.28% | – |
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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% |