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 | $390,852 | -2.6% | 5,400 | 0.0% | 0.14% | -5.9% |
| Q2 2023 | $401,382 | +2.2% | 5,400 | 0.0% | 0.15% | -14.0% |
| Q1 2023 | $392,796 | +0.9% | 5,400 | 0.0% | 0.18% | -26.1% |
| Q4 2022 | $389,340 | +9.1% | 5,400 | 0.0% | 0.24% | -9.1% |
| Q3 2022 | $357,000 | -5.8% | 5,400 | 0.0% | 0.26% | -12.3% |
| Q2 2022 | $379,000 | -54.8% | 5,400 | -50.0% | 0.30% | -48.5% |
| Q1 2022 | $838,000 | +91.8% | 10,800 | +100.0% | 0.59% | +75.4% |
| Q4 2021 | $437,000 | +4.3% | 5,400 | 0.0% | 0.33% | 0.0% |
| Q3 2021 | $419,000 | +5.5% | 5,400 | 0.0% | 0.33% | +17.2% |
| Q2 2021 | $397,000 | +6.1% | 5,400 | 0.0% | 0.28% | -3.1% |
| Q1 2021 | $374,000 | +1.9% | 5,400 | 0.0% | 0.29% | -15.8% |
| Q4 2020 | $367,000 | -21.7% | 5,400 | -34.3% | 0.35% | +11.5% |
| Q3 2018 | $469,000 | +7.3% | 8,221 | 0.0% | 0.31% | -0.6% |
| Q2 2018 | $437,000 | +2.3% | 8,221 | 0.0% | 0.32% | -3.4% |
| Q1 2018 | $427,000 | -2.7% | 8,221 | 0.0% | 0.33% | -0.6% |
| Q4 2017 | $439,000 | – | 8,221 | – | 0.33% | – |
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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% |