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 | $362,258 | -2.6% | 5,005 | 0.0% | 0.10% | +2.0% |
Q2 2023 | $372,017 | +2.2% | 5,005 | 0.0% | 0.10% | -2.0% |
Q1 2023 | $364,059 | -44.7% | 5,005 | -45.1% | 0.10% | -46.8% |
Q4 2022 | $657,840 | +373.3% | 9,124 | +334.9% | 0.19% | +313.0% |
Q3 2022 | $139,000 | -5.4% | 2,098 | 0.0% | 0.05% | +2.2% |
Q2 2022 | $147,000 | -9.8% | 2,098 | 0.0% | 0.04% | +4.7% |
Q1 2022 | $163,000 | -4.1% | 2,098 | 0.0% | 0.04% | +2.4% |
Q4 2021 | $170,000 | – | 2,098 | – | 0.04% | – |
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% |