ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,128 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 1.49 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $2,884 | -99.2% | 40 | -99.1% | 0.00% | -99.1% |
| Q4 2021 | $373,000 | +6.9% | 4,615 | -2.9% | 0.22% | +3.2% |
| Q3 2021 | $349,000 | -43.8% | 4,754 | -43.7% | 0.22% | -43.6% |
| Q2 2021 | $621,000 | +2.1% | 8,443 | -3.9% | 0.38% | -14.9% |
| Q1 2021 | $608,000 | +1.3% | 8,782 | -0.6% | 0.45% | -2.6% |
| Q4 2020 | $600,000 | +4.9% | 8,834 | -1.7% | 0.46% | -2.7% |
| Q3 2020 | $572,000 | +2.5% | 8,989 | -2.5% | 0.48% | -5.9% |
| Q2 2020 | $558,000 | -78.0% | 9,218 | -80.4% | 0.50% | -78.7% |
| Q1 2020 | $2,539,000 | +36.7% | 47,019 | +66.1% | 2.38% | +44.0% |
| Q4 2019 | $1,857,000 | +7.1% | 28,308 | +4.7% | 1.65% | +5.6% |
| Q3 2019 | $1,734,000 | – | 27,048 | – | 1.56% | – |
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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% |