ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,120 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.40 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $278,638 | -2.6% | 3,850 | 0.0% | 0.23% | +5.9% |
| Q2 2023 | $286,145 | +2.6% | 3,850 | +0.4% | 0.22% | +6.3% |
| Q1 2023 | $278,943 | -55.7% | 3,835 | -56.1% | 0.21% | -57.7% |
| Q4 2022 | $629,227 | +29.2% | 8,727 | +18.4% | 0.49% | +22.4% |
| Q3 2022 | $487,000 | -1.6% | 7,371 | +4.6% | 0.40% | +1.5% |
| Q2 2022 | $495,000 | -9.7% | 7,050 | -0.1% | 0.39% | +4.5% |
| Q1 2022 | $548,000 | -4.4% | 7,058 | -0.4% | 0.38% | +5.9% |
| Q4 2021 | $573,000 | – | 7,083 | – | 0.35% | – |
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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% |