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 | $279,459 | +0.4% | 3,861 | +3.1% | 0.01% | 0.0% |
Q2 2023 | $278,440 | -1.1% | 3,746 | -3.2% | 0.01% | 0.0% |
Q1 2023 | $281,431 | -52.6% | 3,869 | -64.8% | 0.01% | -66.7% |
Q1 2020 | $594,000 | -53.6% | 11,006 | -43.6% | 0.02% | -21.1% |
Q4 2019 | $1,280,000 | +0.2% | 19,519 | -2.0% | 0.02% | +11.8% |
Q3 2019 | $1,277,000 | +1318.9% | 19,924 | +723.0% | 0.02% | +1600.0% |
Q2 2014 | $90,000 | – | 2,421 | – | 0.00% | – |
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% |