RDA Financial Network - ISHARES TR ownership

ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,128 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 1.49 and the average weighting 1.1%.

Quarter-by-quarter ownership
RDA Financial Network ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$221,000
-11.2%
3,345
-5.7%
0.12%
-4.0%
Q2 2022$249,000
-27.0%
3,548
-19.4%
0.13%
-12.5%
Q1 2022$341,000
-0.9%
4,401
+3.6%
0.14%
+2.9%
Q4 2021$344,000
+0.9%
4,247
-8.5%
0.14%
-6.7%
Q3 2021$341,000
+0.3%
4,644
+0.4%
0.15%0.0%
Q2 2021$340,000
-32.7%
4,625
-36.6%
0.15%
-30.9%
Q1 2021$505,000
-75.4%
7,299
-75.9%
0.22%
-76.5%
Q4 2020$2,053,000
+2.0%
30,243
-4.2%
0.92%
+1.5%
Q3 2020$2,012,000
+30.5%
31,566
+24.1%
0.91%
+18.5%
Q2 2020$1,542,000
+43.4%
25,436
+27.8%
0.77%
+18.5%
Q1 2020$1,075,000
-9.7%
19,904
+12.7%
0.65%
+34.1%
Q4 2019$1,191,000
+17.0%
17,660
+11.9%
0.48%
+11.5%
Q3 2019$1,018,000
+19.5%
15,786
+16.4%
0.43%
+13.0%
Q2 2019$852,000
+49.2%
13,558
+41.3%
0.38%
+42.2%
Q1 2019$571,0009,5960.27%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Financial Advisors, LLC 1,016,718$71,384,00025.21%
Cassia Capital Partners, LLC 277,658$19,494,00019.46%
Halpern Financial, Inc. 686,429$48,194,15418.80%
Legacy Financial Advisors, Inc. 819,533$57,539,00014.30%
AGILIS PARTNERS LLC 304,638$21,389,00013.23%
ABSOLUTE CAPITAL MANAGEMENT, LLC 113,006$7,934,00012.73%
Summit Wealth Group, LLC 145,055$10,184,00012.03%
Sovereign Investment Advisors, LLC 378,540$26,577,00011.51%
Tillar-Wenstrup Advisors, LLC 312,012$21,906,00010.96%
Darrow Company, Inc. 156,538$10,990,00010.87%
View complete list of ISHARES TR shareholders