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 | $263,754 | -63.8% | 3,568 | -63.4% | 0.10% | -61.2% |
| Q2 2023 | $728,821 | -22.6% | 9,738 | -23.7% | 0.27% | -28.2% |
| Q1 2023 | $941,651 | +5.7% | 12,756 | +5.0% | 0.37% | -20.5% |
| Q4 2022 | $891,104 | +41.7% | 12,152 | +37.3% | 0.47% | +32.9% |
| Q3 2022 | $629,000 | +0.3% | 8,850 | +4.3% | 0.35% | +6.3% |
| Q2 2022 | $627,000 | +46.2% | 8,482 | +44.6% | 0.33% | +38.9% |
| Q1 2022 | $429,000 | -1.6% | 5,865 | +2.0% | 0.24% | -41.6% |
| Q4 2021 | $436,000 | -24.6% | 5,748 | -22.6% | 0.41% | -22.8% |
| Q3 2021 | $578,000 | -25.5% | 7,429 | -31.0% | 0.53% | +130.4% |
| Q1 2021 | $776,000 | -24.1% | 10,764 | -29.8% | 0.23% | -26.3% |
| Q4 2020 | $1,023,000 | -31.0% | 15,344 | -33.1% | 0.31% | -48.5% |
| Q3 2020 | $1,483,000 | – | 22,929 | – | 0.61% | – |
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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% |