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 | $352,925 | -31.8% | 4,876 | -30.0% | 0.03% | -36.7% |
| Q2 2023 | $517,767 | +13.1% | 6,966 | +10.7% | 0.05% | -3.9% |
| Q1 2023 | $457,737 | -83.6% | 6,293 | -83.7% | 0.05% | -84.3% |
| Q4 2022 | $2,787,587 | +826.1% | 38,663 | +747.7% | 0.32% | +622.2% |
| Q3 2022 | $301,000 | -5.9% | 4,561 | 0.0% | 0.04% | -4.3% |
| Q2 2022 | $320,000 | -48.6% | 4,561 | -43.1% | 0.05% | -40.5% |
| Q1 2022 | $622,000 | +49.9% | 8,013 | +56.2% | 0.08% | +68.1% |
| Q4 2021 | $415,000 | -11.3% | 5,129 | -19.5% | 0.05% | -21.7% |
| Q3 2021 | $468,000 | 0.0% | 6,371 | +0.2% | 0.06% | -4.8% |
| Q2 2021 | $468,000 | +6.6% | 6,358 | +0.2% | 0.06% | +3.3% |
| Q1 2021 | $439,000 | +2.1% | 6,348 | +0.2% | 0.06% | -1.6% |
| Q4 2020 | $430,000 | +6.7% | 6,335 | +0.3% | 0.06% | -4.6% |
| Q3 2020 | $403,000 | +5.5% | 6,319 | +0.3% | 0.06% | 0.0% |
| Q2 2020 | $382,000 | +26.5% | 6,302 | +12.7% | 0.06% | +8.3% |
| Q1 2020 | $302,000 | – | 5,593 | – | 0.06% | – |
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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% |