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 2023 | $273,211 | -0.1% | 3,719 | +0.3% | 0.33% | -12.2% |
| Q4 2022 | $273,563 | -28.4% | 3,708 | -35.7% | 0.38% | +4.1% |
| Q3 2022 | $382,000 | -55.1% | 5,766 | -51.4% | 0.36% | -38.5% |
| Q2 2022 | $850,000 | -62.3% | 11,870 | -59.1% | 0.59% | -36.4% |
| Q1 2022 | $2,253,000 | -20.5% | 29,038 | -17.1% | 0.93% | -6.0% |
| Q4 2021 | $2,834,000 | -36.9% | 35,030 | -42.6% | 0.99% | -35.5% |
| Q3 2021 | $4,489,000 | -0.9% | 61,073 | -0.7% | 1.53% | -0.2% |
| Q2 2021 | $4,528,000 | +8.1% | 61,509 | +1.7% | 1.53% | +0.7% |
| Q1 2021 | $4,187,000 | +4.9% | 60,508 | +2.9% | 1.52% | -3.1% |
| Q4 2020 | $3,993,000 | +11.9% | 58,830 | +5.1% | 1.57% | +2.5% |
| Q3 2020 | $3,567,000 | +8.2% | 55,967 | +2.9% | 1.53% | +4.4% |
| Q2 2020 | $3,296,000 | +17.8% | 54,369 | +5.0% | 1.47% | -1.4% |
| Q1 2020 | $2,797,000 | -15.7% | 51,793 | +2.4% | 1.49% | +0.8% |
| Q4 2019 | $3,316,000 | +11.7% | 50,555 | +9.2% | 1.48% | +5.0% |
| Q3 2019 | $2,968,000 | +29.3% | 46,307 | +24.6% | 1.41% | +22.9% |
| Q2 2019 | $2,295,000 | +10.8% | 37,177 | +5.6% | 1.14% | +3.5% |
| Q1 2019 | $2,071,000 | -4.5% | 35,221 | -14.9% | 1.11% | -14.3% |
| Q4 2018 | $2,168,000 | +8.5% | 41,379 | +18.1% | 1.29% | +26.0% |
| Q3 2018 | $1,999,000 | +61.7% | 35,038 | +50.6% | 1.02% | +50.3% |
| Q2 2018 | $1,236,000 | +41.9% | 23,259 | +38.7% | 0.68% | +36.1% |
| Q1 2018 | $871,000 | +24.8% | 16,764 | +26.8% | 0.50% | +13.3% |
| Q4 2017 | $698,000 | -8.4% | 13,224 | -12.7% | 0.44% | -10.0% |
| Q3 2017 | $762,000 | +50.6% | 15,142 | +46.4% | 0.49% | +43.1% |
| Q2 2017 | $506,000 | -45.6% | 10,343 | -47.0% | 0.34% | -53.5% |
| Q1 2017 | $931,000 | – | 19,520 | – | 0.74% | – |
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% |