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 | $353,793 | +4.7% | 4,888 | +7.6% | 0.19% | +9.2% |
| Q2 2023 | $337,756 | +12.1% | 4,544 | +9.7% | 0.17% | +7.4% |
| Q1 2023 | $301,362 | -6.4% | 4,143 | -7.3% | 0.16% | -11.5% |
| Q4 2022 | $322,071 | +11.4% | 4,467 | +2.1% | 0.18% | +1.7% |
| Q3 2022 | $289,000 | -5.9% | 4,376 | -0.1% | 0.18% | -1.6% |
| Q2 2022 | $307,000 | -20.3% | 4,379 | -11.7% | 0.18% | -2.7% |
| Q1 2022 | $385,000 | +10.3% | 4,957 | +14.8% | 0.19% | -6.5% |
| Q4 2021 | $349,000 | +17.5% | 4,319 | +6.8% | 0.20% | +8.1% |
| Q3 2021 | $297,000 | +5.3% | 4,043 | +5.4% | 0.19% | +5.1% |
| Q2 2021 | $282,000 | +6.0% | 3,835 | -0.1% | 0.18% | +1.7% |
| Q1 2021 | $266,000 | +13.7% | 3,838 | +11.2% | 0.17% | +6.1% |
| Q4 2020 | $234,000 | -3.7% | 3,452 | -9.6% | 0.16% | -13.7% |
| Q3 2020 | $243,000 | +16.3% | 3,819 | +10.8% | 0.19% | +3.3% |
| Q2 2020 | $209,000 | – | 3,447 | – | 0.18% | – |
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% |