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 | $92,161 | -2.6% | 1,273 | 0.0% | 0.04% | -2.6% |
| Q2 2023 | $94,644 | +91787.4% | 1,273 | -10.2% | 0.04% | -17.0% |
| Q1 2023 | $103 | 0.0% | 1,417 | -0.4% | 0.05% | -6.0% |
| Q4 2022 | $103 | -99.8% | 1,422 | +73.0% | 0.05% | +16.3% |
| Q3 2022 | $54,000 | -49.1% | 822 | -45.7% | 0.04% | -2.3% |
| Q2 2022 | $106,000 | -16.5% | 1,514 | -7.2% | 0.04% | -10.2% |
| Q1 2022 | $127,000 | -19.6% | 1,632 | -16.4% | 0.05% | -29.0% |
| Q4 2021 | $158,000 | -16.0% | 1,953 | -23.8% | 0.07% | -19.8% |
| Q3 2021 | $188,000 | -8.7% | 2,564 | -8.2% | 0.09% | -13.1% |
| Q2 2021 | $206,000 | -12.7% | 2,794 | -18.2% | 0.10% | -7.5% |
| Q1 2021 | $236,000 | -43.8% | 3,417 | -44.8% | 0.11% | -44.6% |
| Q4 2020 | $420,000 | -65.2% | 6,195 | -67.3% | 0.19% | -71.5% |
| Q3 2020 | $1,207,000 | +3.3% | 18,932 | -1.7% | 0.68% | -6.5% |
| Q2 2020 | $1,168,000 | -3.8% | 19,268 | +4.2% | 0.72% | -8.2% |
| Q4 2019 | $1,214,000 | – | 18,499 | – | 0.79% | – |
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% |