ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,100 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.50 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $388 | +0.8% | 4,973 | -6.6% | 0.03% | -8.8% |
| Q3 2023 | $385 | -9.0% | 5,323 | -6.5% | 0.03% | -5.6% |
| Q2 2023 | $423 | +0.7% | 5,693 | -1.5% | 0.04% | -2.7% |
| Q1 2023 | $420 | +6.9% | 5,778 | +6.0% | 0.04% | 0.0% |
| Q4 2022 | $393 | -99.9% | 5,453 | -4.4% | 0.04% | -2.6% |
| Q3 2022 | $377,000 | -6.9% | 5,703 | -1.2% | 0.04% | 0.0% |
| Q2 2022 | $405,000 | +16.0% | 5,771 | +28.2% | 0.04% | +31.0% |
| Q1 2022 | $349,000 | -7.9% | 4,502 | -3.8% | 0.03% | 0.0% |
| Q4 2021 | $379,000 | +19.2% | 4,680 | +8.2% | 0.03% | +11.5% |
| Q3 2021 | $318,000 | -7.0% | 4,327 | -6.9% | 0.03% | -10.3% |
| Q2 2021 | $342,000 | -1.4% | 4,650 | -7.4% | 0.03% | -9.4% |
| Q1 2021 | $347,000 | -2.0% | 5,019 | -3.6% | 0.03% | -8.6% |
| Q4 2020 | $354,000 | 0.0% | 5,208 | -6.4% | 0.04% | -10.3% |
| Q3 2020 | $354,000 | -5.3% | 5,562 | -9.9% | 0.04% | -13.3% |
| Q2 2020 | $374,000 | +3.3% | 6,174 | -7.8% | 0.04% | -10.0% |
| Q1 2020 | $362,000 | -29.0% | 6,699 | -13.9% | 0.05% | -10.7% |
| Q4 2019 | $510,000 | -6.4% | 7,780 | -8.6% | 0.06% | -15.2% |
| Q3 2019 | $545,000 | -2.5% | 8,510 | -6.0% | 0.07% | -4.3% |
| Q2 2019 | $559,000 | +4.5% | 9,050 | -0.5% | 0.07% | -2.8% |
| Q1 2019 | $535,000 | 0.0% | 9,100 | -10.9% | 0.07% | -11.2% |
| Q4 2018 | $535,000 | -6.1% | 10,217 | +2.3% | 0.08% | +5.3% |
| Q3 2018 | $570,000 | +5.2% | 9,985 | -2.1% | 0.08% | -2.6% |
| Q2 2018 | $542,000 | -18.4% | 10,200 | -20.3% | 0.08% | -22.8% |
| Q1 2018 | $664,000 | -9.0% | 12,790 | -7.6% | 0.10% | -10.6% |
| Q4 2017 | $730,000 | +0.8% | 13,840 | -3.7% | 0.11% | -7.4% |
| Q3 2017 | $724,000 | +6.2% | 14,375 | +3.1% | 0.12% | +6.1% |
| Q2 2017 | $682,000 | -1.0% | 13,940 | -3.4% | 0.12% | -9.4% |
| Q1 2017 | $689,000 | – | 14,430 | – | 0.13% | – |
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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% |