ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,042 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.09 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $461 | -55.5% | 6,203 | -56.4% | 0.08% | -59.2% |
| Q1 2023 | $1,035 | -23.2% | 14,228 | -23.9% | 0.19% | -29.3% |
| Q4 2022 | $1,348 | -99.9% | 18,703 | -15.2% | 0.27% | -12.9% |
| Q3 2022 | $1,457,000 | -12.3% | 22,046 | -6.8% | 0.31% | +3.3% |
| Q2 2022 | $1,661,000 | -22.2% | 23,661 | -14.1% | 0.30% | -11.2% |
| Q1 2022 | $2,136,000 | -12.0% | 27,535 | -8.2% | 0.34% | +0.3% |
| Q4 2021 | $2,426,000 | +14.0% | 29,990 | +3.6% | 0.34% | +3.7% |
| Q3 2021 | $2,128,000 | -10.2% | 28,950 | -10.0% | 0.32% | -23.5% |
| Q2 2021 | $2,369,000 | -16.1% | 32,180 | -21.1% | 0.42% | -7.2% |
| Q1 2021 | $2,824,000 | -38.1% | 40,808 | -39.3% | 0.46% | -39.5% |
| Q4 2020 | $4,563,000 | +6.3% | 67,215 | -0.2% | 0.76% | -5.3% |
| Q3 2020 | $4,292,000 | +2.4% | 67,345 | -2.6% | 0.80% | -11.5% |
| Q2 2020 | $4,191,000 | +13.9% | 69,120 | +1.5% | 0.90% | -4.3% |
| Q1 2020 | $3,679,000 | -15.9% | 68,114 | +2.2% | 0.94% | +14.4% |
| Q4 2019 | $4,372,000 | +23.9% | 66,641 | +21.1% | 0.82% | +5.5% |
| Q3 2019 | $3,529,000 | +120.4% | 55,047 | +112.2% | 0.78% | +25.1% |
| Q2 2019 | $1,601,000 | – | 25,935 | – | 0.62% | – |
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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% |