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 | $6,160,422 | -7.6% | 85,112 | -5.1% | 0.70% | -6.0% |
| Q2 2023 | $6,666,383 | +3.7% | 89,686 | +1.4% | 0.75% | -8.6% |
| Q1 2023 | $6,430,875 | +35.7% | 88,409 | +34.5% | 0.82% | +25.3% |
| Q4 2022 | $4,740,706 | +5.6% | 65,751 | -3.2% | 0.66% | -1.1% |
| Q3 2022 | $4,488,000 | +19.4% | 67,894 | +26.8% | 0.66% | +26.3% |
| Q2 2022 | $3,759,000 | -18.9% | 53,535 | -10.4% | 0.52% | -9.5% |
| Q1 2022 | $4,636,000 | -3.9% | 59,760 | +0.2% | 0.58% | -1.0% |
| Q4 2021 | $4,823,000 | +46.9% | 59,619 | +33.4% | 0.58% | +30.9% |
| Q3 2021 | $3,284,000 | +164.2% | 44,687 | +164.7% | 0.45% | +89.4% |
| Q2 2021 | $1,243,000 | +3.6% | 16,885 | -2.6% | 0.24% | -2.9% |
| Q1 2021 | $1,200,000 | -31.5% | 17,333 | -32.8% | 0.24% | -40.9% |
| Q4 2020 | $1,753,000 | +13.5% | 25,800 | +6.4% | 0.41% | -2.1% |
| Q3 2020 | $1,544,000 | -8.8% | 24,246 | -13.3% | 0.42% | -17.3% |
| Q2 2020 | $1,693,000 | -16.6% | 27,955 | -25.4% | 0.51% | -31.1% |
| Q1 2020 | $2,031,000 | -15.4% | 37,471 | +2.6% | 0.74% | +8.4% |
| Q4 2019 | $2,400,000 | +22.4% | 36,538 | +19.4% | 0.68% | +12.2% |
| Q3 2019 | $1,960,000 | +11.3% | 30,596 | +7.2% | 0.61% | +19.8% |
| Q2 2019 | $1,761,000 | +14.4% | 28,537 | +9.2% | 0.51% | +10.2% |
| Q1 2019 | $1,540,000 | +63.8% | 26,131 | +45.7% | 0.46% | +52.0% |
| Q4 2018 | $940,000 | +18.1% | 17,930 | +28.5% | 0.30% | +31.3% |
| Q3 2018 | $796,000 | +59.5% | 13,948 | +48.6% | 0.23% | +44.7% |
| Q2 2018 | $499,000 | +5.7% | 9,387 | +1.3% | 0.16% | -0.6% |
| Q1 2018 | $472,000 | -3.7% | 9,263 | +1.8% | 0.16% | +5.3% |
| Q4 2017 | $490,000 | +58.6% | 9,103 | +49.5% | 0.15% | +29.9% |
| Q3 2017 | $309,000 | – | 6,090 | – | 0.12% | – |
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% |