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 | $425,088 | +7.2% | 5,873 | +10.1% | 0.74% | +18.0% |
| Q2 2023 | $396,625 | +4.4% | 5,336 | +2.2% | 0.63% | +1.1% |
| Q1 2023 | $379,776 | -2.1% | 5,221 | -2.9% | 0.62% | +3.0% |
| Q4 2022 | $387,754 | -84.9% | 5,378 | -86.0% | 0.60% | -83.7% |
| Q3 2022 | $2,571,000 | -7.9% | 38,446 | -3.3% | 3.70% | -3.2% |
| Q2 2022 | $2,791,000 | -13.6% | 39,751 | -4.6% | 3.82% | +5.9% |
| Q1 2022 | $3,232,000 | -6.2% | 41,662 | -2.2% | 3.61% | -1.1% |
| Q4 2021 | $3,445,000 | +5.3% | 42,587 | -4.3% | 3.65% | +4.1% |
| Q3 2021 | $3,271,000 | -0.5% | 44,503 | -0.3% | 3.51% | +4.3% |
| Q2 2021 | $3,287,000 | +6.2% | 44,652 | -0.1% | 3.36% | -0.1% |
| Q1 2021 | $3,094,000 | +0.9% | 44,717 | -1.0% | 3.37% | -0.6% |
| Q4 2020 | $3,067,000 | +0.1% | 45,179 | -6.0% | 3.38% | -13.7% |
| Q3 2020 | $3,064,000 | +10.4% | 48,082 | +5.0% | 3.92% | +2.2% |
| Q2 2020 | $2,776,000 | +182.1% | 45,793 | +216.2% | 3.84% | +219.8% |
| Q4 2019 | $984,000 | – | 14,484 | – | 1.20% | – |
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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% |