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 2022 | $330,000 | -32.5% | 4,985 | -28.5% | 0.03% | -27.3% |
| Q2 2022 | $489,000 | +3.6% | 6,969 | +14.5% | 0.04% | +22.2% |
| Q1 2022 | $472,000 | -95.9% | 6,086 | -95.7% | 0.04% | -95.7% |
| Q4 2021 | $11,577,000 | +16.5% | 143,108 | +5.9% | 0.84% | +9.5% |
| Q3 2021 | $9,936,000 | -5.8% | 135,180 | -5.6% | 0.77% | -4.6% |
| Q2 2021 | $10,545,000 | +17.4% | 143,263 | +10.4% | 0.80% | +5.7% |
| Q1 2021 | $8,979,000 | +1048.2% | 129,786 | +1027.0% | 0.76% | +1002.9% |
| Q4 2020 | $782,000 | -89.0% | 11,516 | -89.7% | 0.07% | -89.9% |
| Q3 2020 | $7,116,000 | +23.6% | 111,658 | +17.5% | 0.68% | +13.1% |
| Q2 2020 | $5,758,000 | +1304.4% | 94,990 | +1384.5% | 0.60% | +1365.9% |
| Q3 2019 | $410,000 | +71.5% | 6,399 | +65.6% | 0.04% | +64.0% |
| Q2 2019 | $239,000 | – | 3,864 | – | 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% |