ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,098 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.02 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $6,109,104 | +14.8% | 82,145 | +12.5% | 2.36% | +5.2% |
| Q1 2023 | $5,320,902 | +32.5% | 73,049 | +31.6% | 2.25% | +19.4% |
| Q4 2022 | $4,015,435 | +85.0% | 55,492 | +69.0% | 1.88% | +27.6% |
| Q3 2022 | $2,170,000 | +17.4% | 32,835 | +24.7% | 1.48% | +9.3% |
| Q2 2022 | $1,849,000 | +5.1% | 26,339 | +16.2% | 1.35% | -1.8% |
| Q1 2022 | $1,759,000 | +22.1% | 22,673 | +27.3% | 1.38% | +20.3% |
| Q4 2021 | $1,441,000 | – | 17,817 | – | 1.14% | – |
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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% |