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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $211,528 | -9.3% | 2,908 | -10.1% | 0.20% | -14.8% |
| Q4 2022 | $233,099 | +3.6% | 3,233 | -5.1% | 0.23% | -7.3% |
| Q3 2022 | $225,000 | -13.1% | 3,405 | -7.7% | 0.25% | -6.4% |
| Q2 2022 | $259,000 | -9.4% | 3,690 | 0.0% | 0.26% | +8.6% |
| Q1 2022 | $286,000 | -12.5% | 3,690 | -8.6% | 0.24% | -11.9% |
| Q4 2021 | $327,000 | +4.8% | 4,039 | -4.7% | 0.28% | -2.1% |
| Q3 2021 | $312,000 | +0.3% | 4,239 | +0.3% | 0.28% | +0.4% |
| Q2 2021 | $311,000 | -11.1% | 4,226 | -16.4% | 0.28% | -16.1% |
| Q1 2021 | $350,000 | -26.5% | 5,058 | -27.8% | 0.34% | -29.4% |
| Q4 2020 | $476,000 | – | 7,009 | – | 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% |