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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $246,658 | +4.2% | 3,408 | +7.0% | 0.11% | -0.9% |
| Q2 2023 | $236,720 | +3.0% | 3,185 | +0.8% | 0.11% | -11.4% |
| Q1 2023 | $229,829 | +4.3% | 3,160 | +3.4% | 0.12% | +4.2% |
| Q4 2022 | $220,332 | +9.6% | 3,056 | +6.9% | 0.12% | +29.7% |
| Q2 2022 | $201,000 | -7.4% | 2,858 | +2.3% | 0.09% | +12.3% |
| Q1 2022 | $217,000 | -2.3% | 2,794 | +1.9% | 0.08% | +11.0% |
| Q4 2021 | $222,000 | +7.8% | 2,742 | -2.2% | 0.07% | +2.8% |
| Q3 2021 | $206,000 | 0.0% | 2,805 | +0.3% | 0.07% | -7.8% |
| Q2 2021 | $206,000 | – | 2,798 | – | 0.08% | – |
Download | ||||||
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% |