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 2022 | $343,000 | -6.0% | 5,196 | 0.0% | 0.02% | -38.5% |
| Q2 2022 | $365,000 | -9.2% | 5,196 | +0.3% | 0.03% | +4.0% |
| Q1 2022 | $402,000 | -3.6% | 5,178 | +0.3% | 0.02% | -62.7% |
| Q4 2021 | $417,000 | +10.6% | 5,161 | +0.7% | 0.07% | +4.7% |
| Q3 2021 | $377,000 | 0.0% | 5,124 | 0.0% | 0.06% | +1.6% |
| Q2 2021 | $377,000 | +7.1% | 5,124 | +0.7% | 0.06% | -1.6% |
| Q1 2021 | $352,000 | +2.0% | 5,089 | 0.0% | 0.06% | -17.9% |
| Q4 2020 | $345,000 | +50.7% | 5,089 | +41.6% | 0.08% | +34.5% |
| Q3 2020 | $229,000 | – | 3,594 | – | 0.06% | – |
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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% |