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 | $1,266,374 | +55860.0% | 325,585 | +969.4% | 0.01% | +133.3% |
| Q2 2023 | $2,263 | -70.0% | 30,445 | +6.9% | 0.01% | -97.4% |
| Q1 2023 | $7,549 | -99.8% | 28,475 | +10686.0% | 0.23% | +37.9% |
| Q3 2022 | $4,990,000 | -5.8% | 264 | -5.7% | 0.17% | +2.4% |
| Q2 2022 | $5,300,000 | -9.5% | 280 | -10.3% | 0.16% | +0.6% |
| Q1 2022 | $5,856,000 | -4.1% | 312 | -3.7% | 0.16% | +18.8% |
| Q4 2021 | $6,107,000 | +8152.7% | 324 | +332.0% | 0.14% | +294.3% |
| Q3 2021 | $74,000 | 0.0% | 75 | 0.0% | 0.04% | +29.6% |
| Q2 2021 | $74,000 | -98.6% | 75 | 0.0% | 0.03% | -74.8% |
| Q1 2021 | $5,223,000 | +104360.0% | 75 | 0.0% | 0.11% | +2040.0% |
| Q4 2020 | $5,000 | -99.9% | 75 | -9.6% | 0.01% | -64.3% |
| Q1 2020 | $4,486,000 | +6697.0% | 83 | -98.4% | 0.01% | -68.9% |
| Q4 2019 | $66,000 | -80.0% | 5,119 | -0.7% | 0.04% | -84.2% |
| Q3 2019 | $330,000 | – | 5,153 | – | 0.28% | – |
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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% |