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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $16,372,444 | +1.3% | 226,201 | +4.0% | 2.06% | +2.9% |
| Q2 2023 | $16,161,514 | +11.1% | 217,429 | +8.7% | 2.00% | +1.9% |
| Q1 2023 | $14,549,237 | +3.8% | 200,017 | +2.9% | 1.96% | -1.3% |
| Q4 2022 | $14,014,582 | +11.1% | 194,377 | +1.8% | 1.99% | +2.6% |
| Q3 2022 | $12,615,000 | -2.1% | 190,854 | +4.0% | 1.94% | -0.1% |
| Q2 2022 | $12,885,000 | -5.4% | 183,526 | +4.5% | 1.94% | +3.9% |
| Q1 2022 | $13,622,000 | +1.4% | 175,606 | +5.7% | 1.87% | +2.8% |
| Q4 2021 | $13,434,000 | +15.0% | 166,061 | +4.4% | 1.82% | +6.6% |
| Q3 2021 | $11,686,000 | +5.2% | 158,993 | +6.5% | 1.70% | +2.3% |
| Q2 2021 | $11,113,000 | +15.1% | 149,225 | +6.9% | 1.67% | +8.3% |
| Q1 2021 | $9,654,000 | +24.3% | 139,530 | +22.0% | 1.54% | +10.9% |
| Q4 2020 | $7,765,000 | +18.3% | 114,397 | +11.1% | 1.39% | +4.6% |
| Q3 2020 | $6,562,000 | +14.5% | 102,961 | +8.9% | 1.33% | +7.1% |
| Q2 2020 | $5,731,000 | +30.4% | 94,523 | +16.1% | 1.24% | +5.4% |
| Q1 2020 | $4,396,000 | +41.9% | 81,393 | +72.4% | 1.18% | +72.8% |
| Q4 2019 | $3,098,000 | +37.1% | 47,219 | +34.0% | 0.68% | +25.5% |
| Q3 2019 | $2,259,000 | – | 35,235 | – | 0.54% | – |
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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% |