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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,593,229 | -1.1% | 22,012 | +1.5% | 0.44% | -2.0% |
| Q2 2023 | $1,611,474 | +400.2% | 21,680 | +389.5% | 0.45% | +160.3% |
| Q1 2023 | $322,186 | +6.7% | 4,429 | +13.8% | 0.17% | +14.5% |
| Q1 2022 | $302,000 | +1.0% | 3,892 | +5.4% | 0.15% | +0.7% |
| Q4 2021 | $299,000 | +31.1% | 3,692 | +19.1% | 0.15% | +62.4% |
| Q3 2021 | $228,000 | -49.4% | 3,100 | -49.4% | 0.09% | -46.6% |
| Q2 2021 | $451,000 | +78.3% | 6,128 | +67.8% | 0.17% | +20.8% |
| Q1 2021 | $253,000 | – | 3,651 | – | 0.14% | – |
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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% |