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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $2,139,000 | -6.8% | 27,569 | -2.8% | 0.21% | -42.2% |
| Q4 2021 | $2,295,000 | -74.1% | 28,366 | -76.5% | 0.36% | -37.5% |
| Q3 2021 | $8,875,000 | +4126.2% | 120,749 | +2999.3% | 0.57% | +674.3% |
| Q1 2020 | $210,000 | -97.9% | 3,896 | -97.4% | 0.07% | -97.0% |
| Q4 2019 | $10,010,000 | -10.5% | 152,594 | -12.6% | 2.46% | -26.5% |
| Q3 2019 | $11,186,000 | +3.6% | 174,508 | -0.2% | 3.34% | +1.5% |
| Q2 2019 | $10,795,000 | +305.5% | 174,869 | +286.2% | 3.30% | +300.4% |
| Q1 2019 | $2,662,000 | +314.6% | 45,274 | +269.6% | 0.82% | +238.7% |
| Q4 2018 | $642,000 | -13.8% | 12,251 | -6.2% | 0.24% | +6.6% |
| Q3 2018 | $745,000 | +59.2% | 13,066 | +48.2% | 0.23% | +42.5% |
| Q2 2018 | $468,000 | +2.4% | 8,818 | 0.0% | 0.16% | -1.8% |
| Q1 2018 | $457,000 | -8.2% | 8,818 | -6.5% | 0.16% | -10.4% |
| Q4 2017 | $498,000 | +4.8% | 9,436 | -0.0% | 0.18% | -11.7% |
| Q3 2017 | $475,000 | +2.8% | 9,437 | -0.0% | 0.21% | -11.2% |
| Q2 2017 | $462,000 | +7.7% | 9,438 | +5.1% | 0.23% | +5.0% |
| Q1 2017 | $429,000 | +5.7% | 8,983 | 0.0% | 0.22% | +0.9% |
| Q4 2016 | $406,000 | -95.3% | 8,983 | -95.3% | 0.22% | -92.8% |
| Q3 2016 | $8,599,000 | -79.3% | 189,272 | -78.9% | 3.05% | -60.4% |
| Q2 2016 | $41,468,000 | +72.7% | 897,386 | +64.2% | 7.70% | -14.7% |
| Q1 2016 | $24,015,000 | – | 546,674 | – | 9.03% | – |
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% |