ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,128 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 1.49 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,239,435 | -0.5% | 17,124 | +2.2% | 0.01% | +7.7% |
| Q2 2023 | $1,245,399 | +2.8% | 16,755 | +0.6% | 0.01% | -7.1% |
| Q1 2023 | $1,211,339 | +102555.8% | 16,653 | +1.8% | 0.01% | -6.7% |
| Q4 2022 | $1,180 | -99.8% | 16,364 | -3.7% | 0.02% | -25.0% |
| Q3 2016 | $772,000 | -1.8% | 17,000 | 0.0% | 0.02% | 0.0% |
| Q2 2016 | $786,000 | +5.2% | 17,000 | 0.0% | 0.02% | 0.0% |
| Q1 2016 | $747,000 | – | 17,000 | – | 0.02% | – |
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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% |