ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,098 filers reported holding ISHARES TR in Q1 2023. 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 | $974,946 | -2.6% | 13,470 | 0.0% | 0.67% | +0.3% |
Q2 2023 | $1,001,212 | +2.3% | 13,470 | +0.1% | 0.67% | +1.4% |
Q1 2023 | $978,389 | +1.1% | 13,450 | +0.2% | 0.66% | -6.6% |
Q4 2022 | $968,165 | +5.1% | 13,428 | -3.6% | 0.71% | -5.5% |
Q3 2022 | $921,000 | -5.7% | 13,932 | +0.1% | 0.75% | -6.7% |
Q2 2022 | $977,000 | -4.5% | 13,915 | +5.5% | 0.80% | -8.0% |
Q1 2022 | $1,023,000 | -4.0% | 13,188 | +0.0% | 0.87% | +1.4% |
Q4 2021 | $1,066,000 | – | 13,182 | – | 0.86% | – |
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% |