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 2023 | $248,687 | -3.6% | 3,458 | -0.3% | 0.09% | -2.2% |
| Q2 2023 | $257,874 | +10.5% | 3,469 | +8.5% | 0.09% | +10.8% |
| Q1 2023 | $233,471 | -8.1% | 3,197 | -9.3% | 0.08% | -15.3% |
| Q4 2022 | $254,114 | +8.6% | 3,524 | -0.3% | 0.10% | -1.0% |
| Q3 2022 | $234,000 | +3.1% | 3,535 | +9.3% | 0.10% | +8.8% |
| Q2 2022 | $227,000 | -1.7% | 3,234 | +9.1% | 0.09% | +8.3% |
| Q1 2022 | $231,000 | -2.5% | 2,964 | +1.4% | 0.08% | -2.3% |
| Q4 2021 | $237,000 | +7.2% | 2,924 | -2.2% | 0.09% | -3.4% |
| Q3 2021 | $221,000 | +4.7% | 2,991 | +4.8% | 0.09% | -1.1% |
| Q2 2021 | $211,000 | – | 2,854 | – | 0.09% | – |
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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% |