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 | $837,148 | +8.6% | 11,567 | +11.5% | 0.48% | +8.0% |
| Q2 2023 | $770,746 | -4.6% | 10,370 | -6.7% | 0.44% | +5.5% |
| Q1 2023 | $808,272 | -8.6% | 11,113 | -9.4% | 0.42% | -11.5% |
| Q4 2022 | $884,557 | -6.0% | 12,270 | -13.6% | 0.47% | -6.0% |
| Q3 2022 | $941,000 | -5.9% | 14,207 | -0.4% | 0.50% | +3.5% |
| Q2 2022 | $1,000,000 | -28.5% | 14,270 | -21.1% | 0.48% | -6.7% |
| Q1 2022 | $1,398,000 | -4.2% | 18,093 | -0.2% | 0.52% | +6.4% |
| Q4 2021 | $1,459,000 | -43.9% | 18,135 | -48.9% | 0.49% | -48.6% |
| Q3 2021 | $2,602,000 | +0.7% | 35,472 | +0.9% | 0.95% | -7.4% |
| Q2 2021 | $2,584,000 | +5.5% | 35,153 | -0.6% | 1.02% | -1.8% |
| Q1 2021 | $2,450,000 | +1.1% | 35,364 | -0.8% | 1.04% | -0.8% |
| Q4 2020 | $2,423,000 | +9.5% | 35,643 | +2.8% | 1.05% | +1.8% |
| Q3 2020 | $2,212,000 | +56.0% | 34,687 | +48.5% | 1.03% | +18.9% |
| Q2 2020 | $1,418,000 | -99.9% | 23,366 | +27.4% | 0.87% | +9.9% |
| Q1 2020 | $990,977,000 | +35831.0% | 18,338 | -56.4% | 0.79% | -26.2% |
| Q4 2019 | $2,758,000 | +6.9% | 42,035 | +4.5% | 1.07% | +0.8% |
| Q3 2019 | $2,581,000 | +26.1% | 40,244 | +21.0% | 1.06% | +22.2% |
| Q2 2019 | $2,046,000 | +15.3% | 33,249 | +10.3% | 0.87% | -23.0% |
| Q1 2019 | $1,775,000 | -21.7% | 30,138 | -30.4% | 1.13% | -10.0% |
| Q4 2018 | $2,268,000 | – | 43,274 | – | 1.26% | – |
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% |