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 | $412,132 | -4.1% | 5,694 | -1.5% | 0.74% | -1.9% |
| Q2 2023 | $429,553 | +99.3% | 5,779 | +95.0% | 0.75% | +98.4% |
| Q1 2023 | $215,529 | -0.1% | 2,963 | -0.9% | 0.38% | -11.8% |
| Q4 2022 | $215,651 | -3.7% | 2,991 | +1.8% | 0.43% | -4.9% |
| Q2 2022 | $224,000 | +7.2% | 2,938 | +8.9% | 0.45% | +36.9% |
| Q1 2022 | $209,000 | +2.0% | 2,698 | +6.6% | 0.33% | +112.2% |
| Q4 2021 | $205,000 | +2.5% | 2,532 | -17.1% | 0.16% | -13.3% |
| Q4 2019 | $200,000 | +3.6% | 3,053 | -7.0% | 0.18% | +10.4% |
| Q1 2019 | $193,000 | +12.2% | 3,284 | +0.0% | 0.16% | +22.6% |
| Q4 2018 | $172,000 | -13.1% | 3,283 | -5.6% | 0.13% | +9.0% |
| Q3 2018 | $198,000 | +7.6% | 3,478 | +0.3% | 0.12% | +0.8% |
| Q2 2018 | $184,000 | -92.9% | 3,466 | -93.1% | 0.12% | -92.9% |
| Q1 2018 | $2,608,000 | +109.1% | 50,206 | +92.1% | 1.71% | +44.2% |
| Q1 2017 | $1,247,000 | +984.3% | 26,137 | +924.6% | 1.18% | +1084.0% |
| Q4 2016 | $115,000 | – | 2,551 | – | 0.10% | – |
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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% |