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 | ||||
---|---|---|---|---|---|---|
Q1 2023 | $214,438 | +2282.6% | 2,948 | +2133.3% | 0.03% | +2700.0% |
Q3 2022 | $9,000 | -82.4% | 132 | -82.0% | 0.00% | -87.5% |
Q2 2022 | $51,000 | +5000.0% | 732 | +6554.5% | 0.01% | – |
Q4 2021 | $1,000 | 0.0% | 11 | 0.0% | 0.00% | – |
Q3 2021 | $1,000 | -90.0% | 11 | -92.7% | 0.00% | -100.0% |
Q4 2020 | $10,000 | -76.7% | 150 | -81.4% | 0.00% | -78.9% |
Q4 2017 | $43,000 | +4.9% | 808 | 0.0% | 0.02% | -5.0% |
Q3 2017 | $41,000 | +2.5% | 808 | 0.0% | 0.02% | 0.0% |
Q2 2017 | $40,000 | – | 808 | – | 0.02% | – |
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% |