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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $2,117 | -99.9% | 29,367 | -0.3% | 0.00% | 0.0% |
| Q3 2022 | $1,947,000 | +153.5% | 29,457 | +73.3% | 0.00% | +50.0% |
| Q4 2016 | $768,000 | -0.5% | 17,000 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $772,000 | +96.9% | 17,000 | +100.0% | 0.00% | +100.0% |
| Q2 2016 | $392,000 | -72.6% | 8,500 | -76.5% | 0.00% | -66.7% |
| Q3 2015 | $1,433,000 | -2.7% | 36,200 | -0.9% | 0.00% | 0.0% |
| Q2 2015 | $1,473,000 | -2.3% | 36,545 | +0.0% | 0.00% | 0.0% |
| Q1 2015 | $1,507,000 | +4923.3% | 36,530 | +4757.7% | 0.00% | – |
| Q4 2014 | $30,000 | – | 752 | – | 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% |