ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,100 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.50 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $2,287 | +39.6% | 30,770 | +35.5% | 0.10% | +20.7% |
| Q4 2022 | $1,638 | -99.9% | 22,712 | -30.1% | 0.08% | -28.7% |
| Q3 2022 | $2,148,000 | +433.0% | 32,493 | +525.1% | 0.12% | +721.4% |
| Q1 2022 | $403,000 | -97.0% | 5,198 | -97.1% | 0.01% | -97.4% |
| Q3 2021 | $13,334,000 | +2383.1% | 181,416 | +2387.2% | 0.54% | +1885.2% |
| Q2 2021 | $537,000 | -84.3% | 7,294 | -85.3% | 0.03% | -85.4% |
| Q1 2021 | $3,425,000 | +97.9% | 49,495 | +94.1% | 0.18% | +56.8% |
| Q4 2020 | $1,731,000 | -50.3% | 25,498 | -53.3% | 0.12% | -54.3% |
| Q3 2020 | $3,481,000 | +574.6% | 54,627 | +459.1% | 0.26% | +448.9% |
| Q4 2017 | $516,000 | -92.3% | 9,771 | -93.4% | 0.05% | -88.6% |
| Q4 2016 | $6,707,000 | +1727.5% | 148,314 | +1737.2% | 0.41% | +1111.8% |
| Q3 2016 | $367,000 | – | 8,073 | – | 0.03% | – |
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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% |