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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $401,903 | -24.4% | 5,407 | -26.0% | 0.38% | -30.3% |
| Q1 2023 | $531,435 | -9.8% | 7,306 | -10.6% | 0.54% | -19.1% |
| Q4 2022 | $589,001 | -5.8% | 8,169 | -13.6% | 0.67% | -6.2% |
| Q3 2022 | $625,000 | -7.7% | 9,453 | -1.9% | 0.71% | -3.4% |
| Q2 2022 | $677,000 | -9.2% | 9,636 | +0.2% | 0.74% | +6.6% |
| Q1 2022 | $746,000 | – | 9,619 | – | 0.69% | – |
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% |