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 | $14,587,103 | -4.3% | 201,535 | -1.7% | 9.79% | -1.2% |
| Q2 2023 | $15,240,252 | -36.2% | 205,035 | +3.6% | 9.91% | -13.4% |
| Q1 2023 | $23,898,000 | +81.1% | 197,835 | +8.1% | 11.45% | +16.5% |
| Q4 2022 | $13,196,824 | +74.7% | 183,035 | +60.2% | 9.83% | +92.0% |
| Q3 2022 | $7,552,000 | -59.8% | 114,257 | -45.0% | 5.12% | -37.8% |
| Q2 2022 | $18,768,000 | – | 207,671 | – | 8.24% | – |
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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% |