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 | $201,090 | -69.5% | 2,778 | -68.6% | 0.03% | -52.2% |
| Q2 2023 | $658,509 | +2.7% | 8,859 | +0.5% | 0.07% | -4.2% |
| Q1 2023 | $640,916 | +22.6% | 8,811 | +21.5% | 0.07% | +12.5% |
| Q4 2022 | $522,924 | +18.6% | 7,253 | +8.7% | 0.06% | +6.7% |
| Q3 2022 | $441,000 | +20.2% | 6,671 | +27.6% | 0.06% | +25.0% |
| Q2 2022 | $367,000 | -10.5% | 5,230 | -1.1% | 0.05% | +6.7% |
| Q1 2022 | $410,000 | -13.7% | 5,289 | -9.9% | 0.04% | -11.8% |
| Q4 2021 | $475,000 | +33.4% | 5,872 | +14.0% | 0.05% | -30.1% |
| Q1 2021 | $356,000 | +15.6% | 5,152 | +13.6% | 0.07% | -23.2% |
| Q4 2020 | $308,000 | – | 4,537 | – | 0.10% | – |
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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% |