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 | $477,439 | -8.2% | 6,596 | -5.7% | 0.14% | -2.8% |
| Q2 2023 | $520,034 | +2.4% | 6,996 | +0.2% | 0.14% | -2.7% |
| Q1 2023 | $508,024 | +1.1% | 6,984 | +0.2% | 0.15% | -2.7% |
| Q4 2022 | $502,535 | +9.2% | 6,970 | +0.2% | 0.15% | -13.8% |
| Q3 2022 | $460,000 | -5.7% | 6,955 | +0.2% | 0.17% | +1.2% |
| Q2 2022 | $488,000 | -14.2% | 6,939 | -5.3% | 0.17% | +1.2% |
| Q1 2022 | $569,000 | -3.9% | 7,329 | +0.2% | 0.17% | -5.0% |
| Q4 2021 | $592,000 | +10.2% | 7,317 | +0.2% | 0.18% | -2.7% |
| Q3 2021 | $537,000 | 0.0% | 7,306 | +0.2% | 0.18% | -3.2% |
| Q2 2021 | $537,000 | +6.3% | 7,293 | +0.1% | 0.19% | +5.0% |
| Q1 2021 | $505,000 | +2.2% | 7,283 | +0.2% | 0.18% | -4.2% |
| Q4 2020 | $494,000 | +6.9% | 7,269 | +0.2% | 0.19% | -1.6% |
| Q3 2020 | $462,000 | +5.2% | 7,254 | +0.2% | 0.19% | -1.5% |
| Q2 2020 | $439,000 | +12.6% | 7,237 | +0.2% | 0.20% | -4.9% |
| Q1 2020 | $390,000 | – | 7,220 | – | 0.20% | – |
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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% |