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 | $1,792 | -4.5% | 24,760 | -2.0% | 1.40% | +0.6% |
| Q2 2023 | $1,877 | -7.2% | 25,259 | -9.1% | 1.39% | -0.9% |
| Q1 2023 | $2,022 | -0.4% | 27,802 | -1.3% | 1.40% | +4.9% |
| Q4 2022 | $2,031 | -99.9% | 28,168 | -2.2% | 1.34% | -18.8% |
| Q3 2022 | $1,903,000 | -8.3% | 28,790 | +95866.7% | 1.64% | -13.3% |
| Q2 2022 | $2,075,000 | -17.8% | 30 | -9.1% | 1.90% | -6.1% |
| Q1 2022 | $2,523,000 | -14.0% | 33 | -99.9% | 2.02% | -4.1% |
| Q4 2021 | $2,934,000 | -8.8% | 36,264 | -17.2% | 2.11% | -26.6% |
| Q3 2021 | $3,218,000 | -32.5% | 43,776 | -32.4% | 2.87% | -20.3% |
| Q2 2021 | $4,767,000 | -4.3% | 64,764 | -9.7% | 3.60% | -8.5% |
| Q1 2021 | $4,979,000 | -21.2% | 71,714 | -22.9% | 3.94% | -19.4% |
| Q4 2020 | $6,315,000 | -47.5% | 93,025 | -50.7% | 4.88% | -39.6% |
| Q3 2020 | $12,023,000 | -3.3% | 188,648 | -8.0% | 8.09% | +2.0% |
| Q2 2020 | $12,431,000 | +17.2% | 205,020 | +4.4% | 7.93% | +3.5% |
| Q1 2020 | $10,605,000 | -48.7% | 196,346 | -37.7% | 7.66% | -31.3% |
| Q4 2019 | $20,679,000 | +21.3% | 315,231 | +18.6% | 11.15% | -3.5% |
| Q3 2019 | $17,043,000 | +3.9% | 265,887 | +0.0% | 11.55% | -2.8% |
| Q2 2019 | $16,409,000 | +9.9% | 265,811 | +4.6% | 11.89% | +14.1% |
| Q1 2019 | $14,935,000 | +282.6% | 254,010 | +240.9% | 10.42% | +161.2% |
| Q4 2018 | $3,904,000 | +24.3% | 74,519 | +35.2% | 3.99% | +34.5% |
| Q3 2018 | $3,142,000 | – | 55,135 | – | 2.97% | – |
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% |