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 2023 | $367,039 | -8.0% | 5,071 | -5.5% | 0.08% | -10.7% |
| Q2 2023 | $398,780 | +98364.2% | 5,365 | -3.5% | 0.08% | -6.7% |
| Q1 2023 | $405 | -33.7% | 5,561 | -34.4% | 0.09% | -42.7% |
| Q4 2022 | $611 | -99.9% | 8,480 | +7.3% | 0.16% | +20.8% |
| Q3 2022 | $523,000 | -48.2% | 7,905 | -45.0% | 0.13% | -69.8% |
| Q2 2022 | $1,009,000 | -97.9% | 14,366 | -97.7% | 0.43% | -96.8% |
| Q1 2022 | $49,137,000 | -8.0% | 633,456 | -4.1% | 13.35% | +17.2% |
| Q4 2021 | $53,432,000 | -43.5% | 660,470 | -48.7% | 11.39% | -42.2% |
| Q3 2021 | $94,624,000 | +1.1% | 1,287,406 | +1.3% | 19.70% | -1.1% |
| Q2 2021 | $93,568,000 | +93.7% | 1,271,127 | +82.1% | 19.92% | +63.1% |
| Q1 2021 | $48,301,000 | -1.7% | 698,093 | -3.5% | 12.22% | +14.3% |
| Q4 2020 | $49,112,000 | -49.4% | 723,518 | -52.5% | 10.69% | -53.3% |
| Q3 2020 | $97,099,000 | +75.3% | 1,523,595 | +66.7% | 22.87% | +40.6% |
| Q2 2020 | $55,399,000 | +158.1% | 913,724 | +129.9% | 16.26% | +125.1% |
| Q1 2020 | $21,463,000 | – | 397,388 | – | 7.22% | – |
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% |