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 | $141,503 | -2.6% | 1,955 | 0.0% | 0.12% | +2.7% |
| Q2 2023 | $145,316 | -19.4% | 1,955 | -21.2% | 0.11% | -23.3% |
| Q1 2023 | $180,396 | +0.9% | 2,480 | 0.0% | 0.15% | -4.6% |
| Q4 2022 | $178,808 | +9.0% | 2,480 | 0.0% | 0.15% | +15.9% |
| Q3 2022 | $164,000 | -13.2% | 2,480 | -8.1% | 0.13% | -4.3% |
| Q2 2022 | $189,000 | -9.6% | 2,698 | 0.0% | 0.14% | -1.4% |
| Q1 2022 | $209,000 | -4.1% | 2,698 | 0.0% | 0.14% | -0.7% |
| Q4 2021 | $218,000 | +4.8% | 2,698 | -4.6% | 0.14% | -4.1% |
| Q3 2021 | $208,000 | -5.5% | 2,828 | -5.3% | 0.15% | -6.4% |
| Q2 2021 | $220,000 | +6.3% | 2,987 | 0.0% | 0.16% | -3.1% |
| Q1 2021 | $207,000 | +2.0% | 2,987 | 0.0% | 0.16% | -5.3% |
| Q4 2020 | $203,000 | – | 2,987 | – | 0.17% | – |
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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% |