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 | $5,646 | -94.1% | 78 | -93.9% | 0.00% | -91.7% |
| Q2 2023 | $94,919 | +21.0% | 1,277 | +18.5% | 0.01% | +20.0% |
| Q1 2023 | $78,414 | -6.2% | 1,078 | -7.0% | 0.01% | 0.0% |
| Q4 2022 | $83,564 | +17.7% | 1,159 | +7.5% | 0.01% | -9.1% |
| Q3 2022 | $71,000 | -5.3% | 1,078 | 0.0% | 0.01% | -8.3% |
| Q2 2022 | $75,000 | -10.7% | 1,078 | 0.0% | 0.01% | +20.0% |
| Q1 2022 | $84,000 | -3.4% | 1,078 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $87,000 | -16.3% | 1,078 | -24.0% | 0.01% | -23.1% |
| Q3 2021 | $104,000 | +1633.3% | 1,418 | +1717.9% | 0.01% | +1200.0% |
| Q2 2021 | $6,000 | -40.0% | 78 | -48.3% | 0.00% | -50.0% |
| Q1 2021 | $10,000 | -93.4% | 151 | -93.4% | 0.00% | -94.6% |
| Q4 2019 | $151,000 | -22.6% | 2,294 | -24.5% | 0.04% | -22.9% |
| Q3 2019 | $195,000 | – | 3,040 | +75900.0% | 0.05% | – |
| Q2 2019 | $0 | -100.0% | 4 | -99.6% | 0.00% | -100.0% |
| Q1 2018 | $51,000 | – | 1,000 | – | 0.02% | – |
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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% |