ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,042 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.09 and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2022 | $507,584 | -2.9% | 7,040 | -11.0% | 0.21% | -7.8% |
Q3 2022 | $523,000 | -94.4% | 7,906 | -94.0% | 0.23% | -94.3% |
Q2 2022 | $9,328,000 | -9.3% | 132,856 | +0.1% | 4.02% | +3.9% |
Q1 2022 | $10,290,000 | +1.5% | 132,659 | +5.8% | 3.87% | +0.2% |
Q4 2021 | $10,139,000 | +10.1% | 125,334 | +0.0% | 3.86% | +4.6% |
Q3 2021 | $9,209,000 | +1.5% | 125,293 | +1.7% | 3.69% | +0.6% |
Q2 2021 | $9,072,000 | +24.7% | 123,243 | +17.2% | 3.67% | +13.9% |
Q1 2021 | $7,277,000 | +4.0% | 105,173 | +2.0% | 3.22% | +0.2% |
Q4 2020 | $6,996,000 | +9.6% | 103,068 | +2.9% | 3.22% | -3.6% |
Q3 2020 | $6,382,000 | +10.2% | 100,144 | +4.8% | 3.34% | +5.5% |
Q2 2020 | $5,791,000 | +20.2% | 95,519 | +7.1% | 3.16% | +2.7% |
Q1 2020 | $4,819,000 | – | 89,222 | – | 3.08% | – |
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% |