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 2022 | $11,000 | -8.3% | 171 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $12,000 | -97.1% | 171 | -96.8% | 0.01% | -96.9% |
| Q1 2022 | $420,000 | -22.7% | 5,417 | -19.3% | 0.19% | -20.9% |
| Q4 2021 | $543,000 | +1106.7% | 6,715 | +997.2% | 0.24% | +1009.1% |
| Q3 2021 | $45,000 | 0.0% | 612 | 0.0% | 0.02% | -4.3% |
| Q2 2021 | $45,000 | -27.4% | 612 | -31.2% | 0.02% | -32.4% |
| Q1 2021 | $62,000 | -24.4% | 889 | -26.5% | 0.03% | -29.2% |
| Q4 2020 | $82,000 | -5.7% | 1,209 | -11.5% | 0.05% | -17.2% |
| Q3 2020 | $87,000 | +17.6% | 1,366 | +12.6% | 0.06% | +7.4% |
| Q2 2020 | $74,000 | +54.2% | 1,213 | +36.1% | 0.05% | +28.6% |
| Q1 2020 | $48,000 | +6.7% | 891 | +30.5% | 0.04% | +31.2% |
| Q4 2019 | $45,000 | – | 683 | – | 0.03% | – |
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% |