ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,100 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.50 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $813,624 | -16.1% | 11,241 | -13.9% | 0.21% | -13.5% |
| Q2 2023 | $970,304 | -13.4% | 13,054 | -15.2% | 0.24% | -13.2% |
| Q1 2023 | $1,120,341 | +88324.7% | 15,402 | -12.3% | 0.28% | -11.6% |
| Q4 2022 | $1,267 | -99.9% | 17,570 | -0.3% | 0.32% | -3.9% |
| Q3 2022 | $1,165,000 | -10.7% | 17,620 | -5.1% | 0.33% | -4.3% |
| Q2 2022 | $1,304,000 | -16.0% | 18,570 | -7.2% | 0.35% | -3.9% |
| Q1 2022 | $1,552,000 | -13.9% | 20,012 | -10.2% | 0.36% | -15.1% |
| Q4 2021 | $1,802,000 | -1.6% | 22,273 | -10.6% | 0.42% | -17.2% |
| Q3 2021 | $1,831,000 | -3.1% | 24,911 | -2.9% | 0.51% | -3.4% |
| Q2 2021 | $1,889,000 | +14.1% | 25,661 | +7.3% | 0.53% | +6.4% |
| Q1 2021 | $1,655,000 | +30.8% | 23,924 | +28.4% | 0.50% | +18.9% |
| Q4 2020 | $1,265,000 | +49.5% | 18,635 | +40.3% | 0.42% | +28.1% |
| Q3 2020 | $846,000 | +58.1% | 13,281 | +50.5% | 0.33% | +40.3% |
| Q2 2020 | $535,000 | +52.0% | 8,822 | +35.3% | 0.23% | +40.4% |
| Q1 2020 | $352,000 | – | 6,520 | – | 0.17% | – |
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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% |