ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,068 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.02 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,057,294 | -38.9% | 56,055 | -37.2% | 1.09% | -40.4% |
| Q2 2023 | $6,639,413 | -13.2% | 89,323 | -15.1% | 1.83% | -18.9% |
| Q1 2023 | $7,651,239 | +152042.4% | 105,186 | +50.8% | 2.26% | +35.5% |
| Q4 2022 | $5,029 | -99.9% | 69,752 | -0.8% | 1.67% | -15.1% |
| Q3 2022 | $4,646,000 | +10.7% | 70,282 | +17.6% | 1.97% | -1.6% |
| Q2 2022 | $4,197,000 | +97.8% | 59,771 | +118.5% | 2.00% | +155.7% |
| Q1 2022 | $2,122,000 | +23.8% | 27,361 | +29.2% | 0.78% | +11.6% |
| Q4 2021 | $1,714,000 | – | 21,182 | – | 0.70% | – |
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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% |