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 | $682,628 | -3.3% | 9,469 | -0.5% | 0.23% | -5.0% |
| Q2 2023 | $705,560 | -8.1% | 9,518 | -9.1% | 0.24% | -12.0% |
| Q1 2023 | $767,450 | -1.1% | 10,476 | -1.5% | 0.27% | -21.0% |
| Q4 2022 | $775,688 | +9.9% | 10,638 | -0.3% | 0.35% | -2.5% |
| Q3 2022 | $706,000 | -8.4% | 10,665 | -0.9% | 0.36% | -9.4% |
| Q2 2022 | $771,000 | -9.2% | 10,762 | -0.9% | 0.39% | +0.5% |
| Q1 2022 | $849,000 | +1.3% | 10,856 | -2.6% | 0.39% | +14.3% |
| Q4 2021 | $838,000 | -9.2% | 11,151 | -5.9% | 0.34% | +8.2% |
| Q3 2021 | $923,000 | +12.2% | 11,851 | +10.2% | 0.32% | +4.6% |
| Q2 2021 | $823,000 | +1.4% | 10,755 | -4.5% | 0.30% | -7.6% |
| Q1 2021 | $812,000 | +7.0% | 11,257 | +0.5% | 0.33% | +3.5% |
| Q4 2020 | $759,000 | -20.2% | 11,205 | -24.9% | 0.32% | -43.3% |
| Q2 2020 | $951,000 | +13.5% | 14,925 | +3.1% | 0.56% | -23.0% |
| Q1 2020 | $838,000 | -11.0% | 14,470 | +5.9% | 0.72% | -14.8% |
| Q4 2019 | $942,000 | +8.8% | 13,670 | 0.0% | 0.85% | -5.6% |
| Q3 2019 | $866,000 | +86500.0% | 13,670 | +5.8% | 0.90% | +1990.7% |
| Q1 2019 | $1,000 | – | 12,920 | – | 0.04% | – |
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% |