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 | $2,279,799 | -2.6% | 31,498 | 0.0% | 0.58% | +5.1% |
| Q2 2023 | $2,341,219 | -0.1% | 31,498 | -2.2% | 0.55% | -4.9% |
| Q1 2023 | $2,342,527 | +0.6% | 32,204 | -0.3% | 0.58% | -1.5% |
| Q4 2022 | $2,328,916 | +6.4% | 32,301 | -2.4% | 0.58% | +4.5% |
| Q3 2022 | $2,188,000 | -3.4% | 33,096 | +2.6% | 0.56% | -1.2% |
| Q2 2022 | $2,264,000 | -9.5% | 32,248 | +0.0% | 0.57% | -4.2% |
| Q1 2022 | $2,501,000 | -4.1% | 32,245 | +0.0% | 0.59% | -4.2% |
| Q4 2021 | $2,608,000 | +10.0% | 32,243 | +0.0% | 0.62% | -0.8% |
| Q3 2021 | $2,370,000 | -1.7% | 32,241 | -1.5% | 0.62% | -5.2% |
| Q2 2021 | $2,410,000 | +4.1% | 32,744 | +3432.3% | 0.66% | -4.9% |
| Q1 2021 | $2,315,000 | -0.7% | 927 | -97.3% | 0.69% | -11.4% |
| Q4 2020 | $2,332,000 | +4.2% | 34,351 | -2.2% | 0.78% | -4.4% |
| Q3 2020 | $2,238,000 | +3.5% | 35,120 | -1.6% | 0.82% | -1.7% |
| Q2 2020 | $2,163,000 | +2.4% | 35,673 | -8.8% | 0.83% | -12.3% |
| Q1 2020 | $2,112,000 | -27.5% | 39,097 | -12.0% | 0.95% | -23.6% |
| Q4 2019 | $2,915,000 | – | 44,436 | – | 1.24% | – |
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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% |