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 2023 | $467,937 | -5.1% | 6,465 | -2.6% | 0.30% | -0.3% |
| Q2 2023 | $493,180 | +0.1% | 6,635 | -2.0% | 0.30% | -5.3% |
| Q1 2023 | $492,595 | +0.9% | 6,772 | 0.0% | 0.32% | -2.2% |
| Q4 2022 | $488,261 | +9.0% | 6,772 | 0.0% | 0.32% | +3.8% |
| Q3 2022 | $448,000 | -5.7% | 6,772 | 0.0% | 0.31% | -2.8% |
| Q2 2022 | $475,000 | -15.2% | 6,772 | -6.2% | 0.32% | +2.9% |
| Q1 2022 | $560,000 | +3.3% | 7,217 | -0.0% | 0.31% | +10.2% |
| Q4 2021 | $542,000 | -8.4% | 7,218 | -4.8% | 0.28% | -2.1% |
| Q3 2021 | $592,000 | +2.8% | 7,579 | -1.3% | 0.29% | -4.9% |
| Q2 2021 | $576,000 | 0.0% | 7,677 | -5.6% | 0.30% | -9.2% |
| Q1 2021 | $576,000 | +0.3% | 8,131 | -3.8% | 0.34% | -7.7% |
| Q4 2020 | $574,000 | -7.1% | 8,449 | -10.6% | 0.36% | -18.0% |
| Q3 2020 | $618,000 | -38.3% | 9,447 | -42.4% | 0.44% | -47.9% |
| Q2 2020 | $1,002,000 | +49.6% | 16,403 | +41.0% | 0.85% | +27.7% |
| Q1 2020 | $670,000 | +81.6% | 11,637 | +107.1% | 0.67% | +100.0% |
| Q4 2019 | $369,000 | – | 5,618 | – | 0.33% | – |
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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% |