ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,042 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.09 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,766,053 | -30.6% | 38,216 | -28.7% | 0.67% | -29.6% |
| Q2 2023 | $3,985,565 | +6.0% | 53,620 | +3.7% | 0.95% | +0.7% |
| Q1 2023 | $3,760,407 | +95.2% | 51,697 | +93.5% | 0.95% | +83.5% |
| Q4 2022 | $1,926,191 | +11.6% | 26,716 | +2.3% | 0.52% | -4.1% |
| Q3 2022 | $1,726,000 | -5.0% | 26,110 | +0.9% | 0.54% | -13.2% |
| Q2 2022 | $1,817,000 | +28.1% | 25,874 | +41.5% | 0.62% | +36.9% |
| Q1 2022 | $1,418,000 | +0.4% | 18,284 | +4.7% | 0.45% | -6.6% |
| Q4 2021 | $1,412,000 | – | 17,459 | – | 0.48% | – |
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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% |