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 | $598,000 | -17.3% | 9,051 | -12.2% | 0.77% | -1.5% |
| Q2 2022 | $723,000 | -15.6% | 10,304 | -6.7% | 0.78% | +11.5% |
| Q1 2022 | $857,000 | -65.0% | 11,048 | -63.5% | 0.70% | -51.4% |
| Q4 2021 | $2,450,000 | +387.1% | 30,285 | +342.4% | 1.45% | +365.6% |
| Q3 2021 | $503,000 | -6.7% | 6,846 | -6.4% | 0.31% | -4.9% |
| Q2 2021 | $539,000 | -25.9% | 7,318 | -30.3% | 0.33% | -36.6% |
| Q1 2021 | $727,000 | -60.5% | 10,501 | -61.3% | 0.52% | -70.4% |
| Q4 2020 | $1,841,000 | -10.8% | 27,124 | -16.2% | 1.74% | -18.8% |
| Q3 2020 | $2,063,000 | +1.1% | 32,372 | -3.8% | 2.15% | +3.8% |
| Q2 2020 | $2,040,000 | -24.2% | 33,648 | -32.4% | 2.07% | -35.7% |
| Q1 2020 | $2,690,000 | +88.5% | 49,801 | +135.6% | 3.22% | +238.5% |
| Q4 2019 | $1,427,000 | – | 21,142 | – | 0.95% | – |
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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% |