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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $4,162,188 | +68.1% | 56,760 | +52.1% | 2.05% | +62.7% |
| Q3 2022 | $2,476,000 | +45.3% | 37,326 | +55.6% | 1.26% | +52.8% |
| Q2 2022 | $1,704,000 | -3.2% | 23,984 | +1.8% | 0.82% | +1.6% |
| Q1 2022 | $1,761,000 | -27.3% | 23,570 | -23.5% | 0.81% | -20.1% |
| Q4 2021 | $2,421,000 | +107.5% | 30,799 | +90.5% | 1.02% | +80.0% |
| Q1 2021 | $1,167,000 | -67.7% | 16,168 | -69.6% | 0.56% | -71.7% |
| Q4 2020 | $3,615,000 | +41.9% | 53,139 | +36.8% | 1.99% | +25.1% |
| Q3 2020 | $2,547,000 | +24.5% | 38,838 | +19.4% | 1.59% | +18.8% |
| Q2 2020 | $2,045,000 | – | 32,528 | – | 1.34% | – |
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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% |