ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,128 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 1.49 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $241 | -63.3% | 3,330 | -62.3% | 0.14% | -65.0% |
| Q2 2023 | $656 | +1.7% | 8,830 | -0.4% | 0.40% | -29.7% |
| Q1 2023 | $645 | -84.2% | 8,862 | -84.4% | 0.57% | -88.4% |
| Q4 2022 | $4,094 | -99.9% | 56,783 | -2.2% | 4.92% | +7.6% |
| Q3 2022 | $3,838,000 | +3.6% | 58,067 | +10.0% | 4.57% | +14.7% |
| Q2 2022 | $3,706,000 | -2.5% | 52,778 | +7.7% | 3.99% | +22.7% |
| Q1 2022 | $3,802,000 | +153.8% | 49,009 | +31.9% | 3.25% | +149.0% |
| Q2 2015 | $1,498,000 | -63.4% | 37,160 | -62.5% | 1.30% | -58.8% |
| Q1 2015 | $4,091,000 | -76.7% | 99,155 | -77.1% | 3.17% | -74.8% |
| Q4 2014 | $17,537,000 | – | 433,240 | – | 12.56% | – |
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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% |