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 | $36,945,627 | +113.8% | 510,440 | +119.6% | 0.45% | +142.9% |
| Q2 2023 | $17,276,472 | +33.7% | 232,429 | +30.9% | 0.18% | +15.7% |
| Q1 2023 | $12,917,249 | +269.0% | 177,581 | +265.7% | 0.16% | +29.3% |
| Q4 2022 | $3,500,994 | -90.0% | 48,557 | -90.8% | 0.12% | -91.1% |
| Q3 2022 | $34,887,000 | +1766.6% | 527,792 | +1882.4% | 1.38% | +1742.7% |
| Q2 2022 | $1,869,000 | +14.0% | 26,624 | +26.0% | 0.08% | +29.3% |
| Q1 2022 | $1,640,000 | +23.6% | 21,136 | +28.9% | 0.06% | +31.8% |
| Q4 2021 | $1,327,000 | +95.7% | 16,401 | +77.7% | 0.04% | +76.0% |
| Q3 2021 | $678,000 | -14.3% | 9,231 | -14.1% | 0.02% | -19.4% |
| Q2 2021 | $791,000 | -17.2% | 10,746 | -22.1% | 0.03% | -24.4% |
| Q1 2021 | $955,000 | +4.0% | 13,803 | +2.0% | 0.04% | -4.7% |
| Q4 2020 | $918,000 | +13.9% | 13,526 | +7.0% | 0.04% | +2.4% |
| Q3 2020 | $806,000 | -9.7% | 12,647 | -14.1% | 0.04% | -12.5% |
| Q2 2020 | $893,000 | +17.0% | 14,729 | +4.2% | 0.05% | -7.7% |
| Q1 2020 | $763,000 | +71.1% | 14,136 | +107.9% | 0.05% | +48.6% |
| Q4 2019 | $446,000 | – | 6,800 | – | 0.04% | – |
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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% |