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 | $1,164,811 | -2.6% | 16,093 | 0.0% | 0.15% | 0.0% |
| Q2 2023 | $1,196,193 | +2.2% | 16,093 | 0.0% | 0.15% | +0.7% |
| Q1 2023 | $1,170,605 | +100814.2% | 16,093 | 0.0% | 0.15% | -5.8% |
| Q4 2022 | $1,160 | -99.9% | 16,093 | 0.0% | 0.16% | +2.6% |
| Q3 2022 | $1,064,000 | -5.8% | 16,093 | 0.0% | 0.15% | 0.0% |
| Q2 2022 | $1,130,000 | -9.5% | 16,093 | 0.0% | 0.15% | +10.1% |
| Q1 2022 | $1,248,000 | -4.5% | 16,093 | -0.4% | 0.14% | 0.0% |
| Q4 2021 | $1,307,000 | +10.0% | 16,160 | 0.0% | 0.14% | +1.5% |
| Q3 2021 | $1,188,000 | +1.8% | 16,160 | +1.9% | 0.14% | 0.0% |
| Q2 2021 | $1,167,000 | +4.3% | 15,860 | -1.9% | 0.14% | -8.7% |
| Q1 2021 | $1,119,000 | +3.9% | 16,166 | +1.9% | 0.15% | -4.5% |
| Q4 2020 | $1,077,000 | -97.6% | 15,860 | -97.8% | 0.16% | -97.9% |
| Q3 2020 | $45,388,000 | +6.9% | 712,199 | +1.7% | 7.58% | -0.5% |
| Q2 2020 | $42,465,000 | +3.2% | 700,397 | -8.1% | 7.61% | -7.1% |
| Q1 2020 | $41,162,000 | -16.2% | 762,112 | +1.7% | 8.20% | +5.4% |
| Q4 2019 | $49,137,000 | +4.0% | 749,041 | +1.6% | 7.78% | -3.7% |
| Q3 2019 | $47,238,000 | – | 736,940 | – | 8.08% | – |
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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% |