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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $476,000 | -5.7% | 6,133 | -1.7% | 0.16% | -3.7% |
| Q4 2021 | $505,000 | +8.4% | 6,238 | -1.7% | 0.16% | -3.6% |
| Q3 2021 | $466,000 | +5.0% | 6,344 | +5.2% | 0.17% | +6.3% |
| Q2 2021 | $444,000 | -40.6% | 6,032 | -44.2% | 0.16% | -43.6% |
| Q1 2021 | $748,000 | -14.2% | 10,811 | -15.8% | 0.28% | -17.5% |
| Q4 2020 | $872,000 | -31.8% | 12,846 | -35.9% | 0.34% | -33.8% |
| Q3 2020 | $1,278,000 | +9.1% | 20,049 | +3.8% | 0.52% | +2.8% |
| Q2 2020 | $1,171,000 | -2.7% | 19,313 | -13.4% | 0.50% | -15.6% |
| Q1 2020 | $1,204,000 | -29.5% | 22,297 | -14.4% | 0.60% | -13.5% |
| Q4 2019 | $1,708,000 | +13.4% | 26,034 | +10.8% | 0.69% | +4.4% |
| Q3 2019 | $1,506,000 | +22.8% | 23,496 | +18.3% | 0.66% | +21.1% |
| Q2 2019 | $1,226,000 | +12.4% | 19,857 | +7.0% | 0.54% | +7.1% |
| Q1 2019 | $1,091,000 | +76.5% | 18,559 | +57.4% | 0.51% | +55.7% |
| Q4 2018 | $618,000 | +107.4% | 11,788 | +125.3% | 0.33% | +138.7% |
| Q3 2018 | $298,000 | +25.2% | 5,233 | +17.0% | 0.14% | +17.1% |
| Q2 2018 | $238,000 | +7.7% | 4,473 | +5.3% | 0.12% | +5.4% |
| Q1 2018 | $221,000 | -14.7% | 4,249 | -13.4% | 0.11% | -13.3% |
| Q4 2017 | $259,000 | -13.4% | 4,909 | -17.5% | 0.13% | -18.5% |
| Q3 2017 | $299,000 | -13.3% | 5,949 | -15.6% | 0.16% | -16.0% |
| Q2 2017 | $345,000 | +7.5% | 7,045 | +4.8% | 0.19% | +3.9% |
| Q1 2017 | $321,000 | +37.2% | 6,720 | +30.4% | 0.18% | +26.8% |
| Q4 2016 | $234,000 | +3.1% | 5,155 | +3.2% | 0.14% | -0.7% |
| Q3 2016 | $227,000 | -3.8% | 4,995 | -2.0% | 0.14% | -2.7% |
| Q2 2016 | $236,000 | – | 5,095 | – | 0.15% | – |
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% |