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 | $11,219 | -2.6% | 155 | 0.0% | 0.00% | – |
| Q2 2023 | $11,521 | +2.2% | 155 | 0.0% | 0.00% | – |
| Q1 2023 | $11,275 | +0.9% | 155 | 0.0% | 0.00% | – |
| Q4 2022 | $11,176 | +11.8% | 155 | 0.0% | 0.00% | – |
| Q3 2022 | $10,000 | -9.1% | 155 | 0.0% | 0.00% | – |
| Q2 2022 | $11,000 | -8.3% | 155 | 0.0% | 0.00% | – |
| Q1 2022 | $12,000 | -7.7% | 155 | 0.0% | 0.00% | – |
| Q4 2021 | $13,000 | -94.0% | 155 | -94.7% | 0.00% | – |
| Q3 2021 | $216,000 | -41.6% | 2,935 | -41.6% | 0.00% | – |
| Q2 2021 | $370,000 | +137.2% | 5,025 | +123.8% | 0.00% | – |
| Q1 2021 | $156,000 | +2.0% | 2,245 | 0.0% | 0.00% | – |
| Q4 2020 | $153,000 | +15.0% | 2,245 | +7.4% | 0.00% | – |
| Q3 2020 | $133,000 | -2.2% | 2,090 | -6.7% | 0.00% | – |
| Q2 2020 | $136,000 | +1600.0% | 2,240 | +1393.3% | 0.00% | – |
| Q1 2020 | $8,000 | +100.0% | 150 | +114.3% | 0.00% | – |
| Q4 2019 | $4,000 | 0.0% | 70 | 0.0% | 0.00% | – |
| Q3 2019 | $4,000 | -99.9% | 70 | -99.9% | 0.00% | -100.0% |
| Q2 2019 | $7,466,000 | +41377.8% | 120,961 | +37938.1% | 0.00% | – |
| Q1 2019 | $18,000 | -98.0% | 318 | -98.1% | 0.00% | -100.0% |
| Q4 2018 | $888,000 | -54.6% | 16,967 | -50.6% | 0.00% | 0.0% |
| Q3 2018 | $1,957,000 | +11411.8% | 34,318 | +10691.8% | 0.00% | – |
| Q2 2018 | $17,000 | -99.3% | 318 | -99.3% | 0.00% | -100.0% |
| Q1 2018 | $2,528,000 | +86.4% | 48,694 | +45.3% | 0.00% | 0.0% |
| Q4 2014 | $1,356,000 | +252.2% | 33,515 | +227.6% | 0.00% | – |
| Q3 2014 | $385,000 | +7.2% | 10,230 | +5.9% | 0.00% | – |
| Q2 2014 | $359,000 | -92.0% | 9,663 | -92.3% | 0.00% | -100.0% |
| Q4 2013 | $4,468,000 | +6.8% | 125,875 | 0.0% | 0.00% | 0.0% |
| Q3 2013 | $4,183,000 | – | 125,875 | – | 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% |