ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,042 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.09 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $541,909 | -9.3% | 7,487 | -6.9% | 0.02% | -4.0% |
| Q2 2023 | $597,687 | +97.6% | 8,041 | +93.4% | 0.02% | +92.3% |
| Q1 2023 | $302,452 | -4.8% | 4,158 | -5.7% | 0.01% | -7.1% |
| Q4 2022 | $317,744 | +1.2% | 4,407 | -7.2% | 0.01% | -6.7% |
| Q3 2022 | $314,000 | +7.2% | 4,748 | +13.6% | 0.02% | +15.4% |
| Q2 2022 | $293,000 | -9.3% | 4,178 | +0.4% | 0.01% | 0.0% |
| Q1 2022 | $323,000 | -9.5% | 4,160 | -5.8% | 0.01% | -7.1% |
| Q4 2021 | $357,000 | +10.2% | 4,416 | +0.2% | 0.01% | 0.0% |
| Q3 2021 | $324,000 | -0.3% | 4,409 | 0.0% | 0.01% | +7.7% |
| Q2 2021 | $325,000 | +6.6% | 4,409 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $305,000 | -2.2% | 4,409 | -10.0% | 0.01% | -13.3% |
| Q3 2020 | $312,000 | +5.1% | 4,901 | 0.0% | 0.02% | -6.2% |
| Q2 2020 | $297,000 | +8.8% | 4,901 | -3.0% | 0.02% | -5.9% |
| Q1 2020 | $273,000 | -21.3% | 5,053 | -4.4% | 0.02% | 0.0% |
| Q4 2019 | $347,000 | -9.2% | 5,285 | -11.2% | 0.02% | -15.0% |
| Q3 2019 | $382,000 | -24.8% | 5,952 | -27.7% | 0.02% | -28.6% |
| Q2 2019 | $508,000 | – | 8,233 | – | 0.03% | – |
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% |