ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,098 filers reported holding ISHARES TR in Q1 2023. 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 | $134,120 | +27.1% | 1,853 | +30.5% | 0.00% | 0.0% |
| Q2 2023 | $105,549 | +173.3% | 1,420 | +167.4% | 0.00% | +300.0% |
| Q1 2023 | $38,625 | -82.8% | 531 | -84.3% | 0.00% | -88.9% |
| Q3 2022 | $224,000 | +34.9% | 3,386 | +43.2% | 0.01% | +50.0% |
| Q2 2022 | $166,000 | -29.4% | 2,364 | -21.8% | 0.01% | -25.0% |
| Q1 2022 | $235,000 | -3.7% | 3,023 | +0.2% | 0.01% | -11.1% |
| Q4 2021 | $244,000 | +41.0% | 3,017 | +27.9% | 0.01% | +28.6% |
| Q3 2021 | $173,000 | -12.6% | 2,359 | -12.4% | 0.01% | -12.5% |
| Q2 2021 | $198,000 | +23.0% | 2,693 | +15.5% | 0.01% | +14.3% |
| Q1 2021 | $161,000 | +1.9% | 2,331 | +0.3% | 0.01% | 0.0% |
| Q4 2020 | $158,000 | +887.5% | 2,323 | +674.3% | 0.01% | +600.0% |
| Q4 2017 | $16,000 | +6.7% | 300 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $15,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $15,000 | +7.1% | 300 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $14,000 | – | 300 | – | 0.00% | – |
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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% |