ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,100 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.50 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $702,231 | -2.2% | 9,702 | +0.4% | 0.38% | +30.7% |
| Q2 2023 | $718,102 | -4.6% | 9,661 | -6.6% | 0.29% | -32.8% |
| Q1 2023 | $752,786 | -2.4% | 10,349 | -3.3% | 0.43% | -24.0% |
| Q4 2022 | $771,686 | +1.5% | 10,703 | -6.8% | 0.56% | -15.1% |
| Q3 2022 | $760,000 | -10.8% | 11,490 | -5.3% | 0.66% | -9.6% |
| Q2 2022 | $852,000 | -12.6% | 12,136 | -3.5% | 0.73% | +11.2% |
| Q1 2022 | $975,000 | +1.7% | 12,575 | +6.1% | 0.66% | -7.8% |
| Q4 2021 | $959,000 | – | 11,856 | – | 0.71% | – |
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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% |