ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,098 filers reported holding ISHARES TR in Q1 2023. 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 | $4,351,775 | -6.3% | 60,124 | -3.8% | 2.68% | +60.5% |
| Q2 2023 | $4,645,922 | +2.4% | 62,504 | +0.2% | 1.67% | +1.8% |
| Q1 2023 | $4,538,540 | +1.1% | 62,394 | +0.2% | 1.64% | +2.6% |
| Q4 2022 | $4,489,379 | +9.6% | 62,266 | +0.4% | 1.60% | +67.6% |
| Q3 2022 | $4,097,000 | -5.9% | 61,989 | 0.0% | 0.95% | +1.3% |
| Q2 2022 | $4,352,000 | -6.9% | 61,989 | +2.8% | 0.94% | +31.2% |
| Q1 2022 | $4,677,000 | +1.6% | 60,298 | +5.9% | 0.72% | +9.1% |
| Q4 2021 | $4,605,000 | +10.5% | 56,918 | +0.3% | 0.66% | +3.3% |
| Q3 2021 | $4,169,000 | +2.9% | 56,722 | +3.0% | 0.64% | +4.4% |
| Q2 2021 | $4,052,000 | +10.3% | 55,052 | +3.6% | 0.61% | +13.4% |
| Q1 2021 | $3,675,000 | +9.7% | 53,114 | +7.6% | 0.54% | +2.5% |
| Q4 2020 | $3,350,000 | +7.3% | 49,349 | +0.8% | 0.52% | -11.2% |
| Q3 2020 | $3,121,000 | +14.4% | 48,978 | +8.9% | 0.59% | +6.9% |
| Q2 2020 | $2,727,000 | +185.0% | 44,978 | +153.8% | 0.55% | +173.8% |
| Q1 2020 | $957,000 | +19.3% | 17,725 | +45.0% | 0.20% | +54.2% |
| Q4 2019 | $802,000 | +2.3% | 12,225 | 0.0% | 0.13% | -3.7% |
| Q3 2019 | $784,000 | – | 12,225 | – | 0.14% | – |
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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% |