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 | $144,619 | +18.5% | 1,998 | +21.7% | 0.06% | +22.9% |
| Q2 2023 | $122,023 | -7.1% | 1,642 | -9.0% | 0.05% | -39.2% |
| Q1 2023 | $131,332 | +1.0% | 1,805 | +0.1% | 0.08% | -8.1% |
| Q4 2022 | $130,082 | +9.2% | 1,804 | +0.1% | 0.09% | -19.6% |
| Q3 2022 | $119,164 | -11.2% | 1,803 | -5.7% | 0.11% | -1.8% |
| Q2 2022 | $134,266 | -30.8% | 1,912 | -23.5% | 0.11% | -31.4% |
| Q1 2022 | $193,956 | -10.3% | 2,500 | -6.5% | 0.16% | -11.2% |
| Q4 2021 | $216,215 | – | 2,673 | – | 0.18% | – |
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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% |