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 | $349,957 | -2.6% | 4,835 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $359,386 | +2.2% | 4,835 | 0.0% | 0.02% | -4.5% |
| Q1 2023 | $351,698 | +0.9% | 4,835 | 0.0% | 0.02% | -12.0% |
| Q4 2022 | $348,603 | +9.3% | 4,835 | 0.0% | 0.02% | -3.8% |
| Q3 2022 | $319,000 | -99.9% | 4,835 | 0.0% | 0.03% | 0.0% |
| Q2 2022 | $339,465,000 | +90424.0% | 4,835 | 0.0% | 0.03% | +4.0% |
| Q1 2022 | $375,000 | -4.1% | 4,835 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $391,000 | +33.9% | 4,835 | +21.5% | 0.02% | +19.0% |
| Q3 2021 | $292,000 | -1.0% | 3,981 | -0.7% | 0.02% | -12.5% |
| Q2 2021 | $295,000 | +19.4% | 4,009 | +12.2% | 0.02% | +14.3% |
| Q1 2021 | $247,000 | +18.2% | 3,572 | +16.0% | 0.02% | -8.7% |
| Q4 2020 | $209,000 | – | 3,080 | – | 0.02% | – |
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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% |