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 | $311,137 | -30.9% | 4,299 | -29.0% | 0.24% | -28.4% |
| Q2 2023 | $450,043 | -46.5% | 6,055 | -47.6% | 0.33% | -51.8% |
| Q1 2023 | $840,661 | -43.9% | 11,557 | -44.3% | 0.68% | -52.1% |
| Q4 2022 | $1,497,246 | -47.8% | 20,766 | -52.2% | 1.42% | -52.8% |
| Q3 2022 | $2,870,000 | -12.8% | 43,417 | -7.4% | 3.01% | -3.7% |
| Q2 2022 | $3,290,000 | -10.9% | 46,865 | -1.6% | 3.12% | +3.2% |
| Q1 2022 | $3,694,000 | -8.2% | 47,622 | -4.3% | 3.03% | +1.6% |
| Q4 2021 | $4,024,000 | – | 49,737 | – | 2.98% | – |
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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% |