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 | $298,115 | -2.6% | 4,119 | 0.0% | 0.12% | 0.0% |
| Q2 2023 | $306,147 | +2.2% | 4,119 | 0.0% | 0.12% | -4.1% |
| Q1 2023 | $299,598 | -84.9% | 4,119 | -85.0% | 0.12% | -87.4% |
| Q4 2022 | $1,985,239 | -14.7% | 27,535 | -21.8% | 0.98% | -15.2% |
| Q3 2022 | $2,326,000 | -7.3% | 35,196 | -1.5% | 1.16% | +0.6% |
| Q2 2022 | $2,509,000 | -10.1% | 35,734 | -0.7% | 1.15% | +1.8% |
| Q1 2022 | $2,791,000 | -4.6% | 35,981 | -0.5% | 1.13% | -4.5% |
| Q4 2021 | $2,926,000 | +9.9% | 36,167 | -0.2% | 1.18% | -0.2% |
| Q3 2021 | $2,663,000 | -0.1% | 36,236 | 0.0% | 1.18% | -1.5% |
| Q2 2021 | $2,667,000 | +5.7% | 36,236 | -0.6% | 1.20% | -4.2% |
| Q1 2021 | $2,523,000 | +2.0% | 36,463 | +0.0% | 1.26% | -5.5% |
| Q4 2020 | $2,474,000 | -50.5% | 36,447 | -53.5% | 1.33% | -57.3% |
| Q3 2020 | $4,997,000 | +6.8% | 78,404 | +1.6% | 3.11% | -1.5% |
| Q2 2020 | $4,677,000 | +12.4% | 77,144 | +0.1% | 3.15% | +12.2% |
| Q1 2020 | $4,160,000 | – | 77,030 | – | 2.81% | – |
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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% |