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 | $419,683 | -2.6% | 5,798 | 0.0% | 0.29% | +2.5% |
Q2 2023 | $430,990 | -47.0% | 5,798 | -48.2% | 0.28% | -40.1% |
Q1 2023 | $813,894 | +84241.3% | 11,189 | -16.4% | 0.47% | -7.5% |
Q4 2022 | $965 | -99.9% | 13,381 | -7.9% | 0.51% | -9.3% |
Q3 2022 | $960,000 | -14.5% | 14,529 | -9.2% | 0.56% | -11.6% |
Q2 2022 | $1,123,000 | -25.4% | 15,996 | -17.6% | 0.63% | -19.3% |
Q1 2022 | $1,506,000 | -60.0% | 19,412 | -58.3% | 0.78% | -59.6% |
Q4 2021 | $3,768,000 | – | 46,581 | – | 1.94% | – |
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% |