ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,128 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 1.49 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $52,721 | -18.3% | 728 | -16.1% | 0.03% | -18.8% |
| Q2 2023 | $64,501 | -12.5% | 868 | -14.4% | 0.03% | -17.9% |
| Q1 2023 | $73,756 | -3.2% | 1,014 | -4.0% | 0.04% | -11.4% |
| Q4 2022 | $76,172 | +8.8% | 1,056 | +0.4% | 0.04% | +7.3% |
| Q3 2022 | $70,000 | +16.7% | 1,052 | +23.8% | 0.04% | +10.8% |
| Q2 2022 | $60,000 | -3.2% | 850 | +5.7% | 0.04% | +23.3% |
| Q1 2022 | $62,000 | -4.6% | 804 | +0.4% | 0.03% | -3.2% |
| Q4 2021 | $65,000 | +51.2% | 801 | +36.5% | 0.03% | +14.8% |
| Q3 2021 | $43,000 | +48.3% | 587 | +48.6% | 0.03% | +50.0% |
| Q2 2021 | $29,000 | +81.2% | 395 | +75.6% | 0.02% | +50.0% |
| Q1 2021 | $16,000 | -77.1% | 225 | -78.3% | 0.01% | -79.3% |
| Q4 2020 | $70,000 | +6.1% | 1,036 | +0.2% | 0.06% | -10.8% |
| Q3 2020 | $66,000 | – | 1,034 | – | 0.06% | – |
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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% |