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 | $1,385,236 | +8.2% | 19,138 | +11.1% | 1.24% | +6.1% |
| Q2 2023 | $1,280,363 | +3.8% | 17,225 | +1.6% | 1.17% | -5.3% |
| Q1 2023 | $1,233,075 | +10.9% | 16,952 | +9.9% | 1.24% | +1.2% |
| Q4 2022 | $1,111,873 | +17.5% | 15,421 | +7.8% | 1.22% | +6.7% |
| Q3 2022 | $946,000 | -1.0% | 14,309 | +5.1% | 1.15% | -0.4% |
| Q2 2022 | $956,000 | -4.6% | 13,613 | +5.4% | 1.15% | +9.4% |
| Q1 2022 | $1,002,000 | -13.3% | 12,914 | -9.6% | 1.05% | -9.9% |
| Q4 2021 | $1,156,000 | – | 14,288 | – | 1.17% | – |
Download | ||||||
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% |