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 | $228,938 | -2.6% | 3,163 | 0.0% | 0.08% | 0.0% |
| Q2 2023 | $235,106 | +2.2% | 3,163 | 0.0% | 0.08% | +1.2% |
| Q1 2023 | $230,077 | -22.2% | 3,163 | -22.9% | 0.08% | -22.1% |
| Q4 2022 | $295,826 | +9.2% | 4,103 | 0.0% | 0.10% | 0.0% |
| Q3 2022 | $271,000 | -5.9% | 4,103 | 0.0% | 0.10% | +6.1% |
| Q2 2022 | $288,000 | -9.4% | 4,103 | 0.0% | 0.10% | +8.9% |
| Q1 2022 | $318,000 | -3.9% | 4,103 | 0.0% | 0.09% | -1.1% |
| Q4 2021 | $331,000 | +6.8% | 4,103 | -2.6% | 0.09% | +1.1% |
| Q3 2021 | $310,000 | 0.0% | 4,213 | 0.0% | 0.09% | 0.0% |
| Q2 2021 | $310,000 | +22.0% | 4,213 | +14.6% | 0.09% | +28.6% |
| Q1 2021 | $254,000 | – | 3,677 | – | 0.07% | – |
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% |