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 | $6,121,302 | -29.8% | 84,572 | -28.0% | 0.29% | -26.1% |
Q2 2023 | $8,725,490 | +8.7% | 117,389 | +6.4% | 0.40% | -53.1% |
Q1 2023 | $8,024,900 | +54.4% | 110,324 | +53.0% | 0.84% | +37.7% |
Q4 2022 | $5,198,965 | +29.6% | 72,107 | +18.8% | 0.61% | +13.1% |
Q3 2022 | $4,012,000 | -1.7% | 60,690 | +4.4% | 0.54% | -0.9% |
Q2 2022 | $4,081,000 | -24.0% | 58,120 | -12.5% | 0.55% | -2.3% |
Q4 2021 | $5,372,000 | – | 66,408 | – | 0.56% | – |
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% |