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 | $395,484 | -2.2% | 5,464 | +0.4% | 0.02% | 0.0% |
| Q2 2023 | $404,430 | +3.2% | 5,441 | +1.0% | 0.02% | -5.3% |
| Q1 2023 | $391,778 | +0.6% | 5,386 | -0.3% | 0.02% | -9.5% |
| Q4 2022 | $389,628 | +23.3% | 5,404 | +13.0% | 0.02% | +5.0% |
| Q3 2022 | $316,000 | -10.7% | 4,781 | -5.2% | 0.02% | -9.1% |
| Q2 2022 | $354,000 | -20.3% | 5,044 | -11.9% | 0.02% | -4.3% |
| Q1 2022 | $444,000 | -1.8% | 5,724 | +2.4% | 0.02% | -4.2% |
| Q4 2021 | $452,000 | +10.0% | 5,589 | 0.0% | 0.02% | +4.3% |
| Q3 2021 | $411,000 | +13.5% | 5,589 | +13.6% | 0.02% | +4.5% |
| Q2 2021 | $362,000 | +28.8% | 4,922 | +21.4% | 0.02% | +69.2% |
| Q1 2021 | $281,000 | +33.2% | 4,055 | +30.6% | 0.01% | +18.2% |
| Q4 2020 | $211,000 | +50.7% | 3,104 | +41.5% | 0.01% | -8.3% |
| Q3 2020 | $140,000 | -69.8% | 2,194 | -71.3% | 0.01% | -71.4% |
| Q2 2020 | $464,000 | -21.8% | 7,655 | -26.3% | 0.04% | -33.3% |
| Q1 2020 | $593,000 | +37.0% | 10,381 | +57.2% | 0.06% | +50.0% |
| Q4 2019 | $433,000 | +129.1% | 6,603 | +123.2% | 0.04% | +100.0% |
| Q3 2019 | $189,000 | -4.1% | 2,958 | -7.4% | 0.02% | -8.7% |
| Q2 2019 | $197,000 | +13.2% | 3,193 | +7.9% | 0.02% | +9.5% |
| Q1 2019 | $174,000 | +2.4% | 2,958 | -8.7% | 0.02% | -12.5% |
| Q4 2018 | $170,000 | +9.7% | 3,241 | +14.4% | 0.02% | +14.3% |
| Q3 2018 | $155,000 | +121.4% | 2,834 | +124.9% | 0.02% | +110.0% |
| Q2 2018 | $70,000 | 0.0% | 1,260 | -6.7% | 0.01% | -9.1% |
| Q1 2018 | $70,000 | +37.3% | 1,351 | +40.1% | 0.01% | +37.5% |
| Q4 2017 | $51,000 | +41.7% | 964 | +34.1% | 0.01% | 0.0% |
| Q3 2017 | $36,000 | – | 719 | – | 0.01% | – |
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% |