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 | $1,165,173 | -3.6% | 16,098 | -1.0% | 0.40% | -1.7% |
| Q2 2023 | $1,208,754 | +0.1% | 16,262 | -2.0% | 0.41% | -13.9% |
| Q1 2023 | $1,206,975 | +0.4% | 16,593 | -0.5% | 0.47% | +2.4% |
| Q4 2022 | $1,201,835 | +1.9% | 16,669 | -6.6% | 0.46% | -20.0% |
| Q3 2022 | $1,179,290 | -8.1% | 17,841 | -2.4% | 0.58% | -1.2% |
| Q2 2022 | $1,283,228 | -10.5% | 18,277 | -1.2% | 0.59% | -1.8% |
| Q1 2022 | $1,434,269 | -6.0% | 18,490 | -2.0% | 0.60% | -4.6% |
| Q4 2021 | $1,526,421 | +11.1% | 18,868 | +0.9% | 0.63% | -0.8% |
| Q3 2021 | $1,373,936 | -11.8% | 18,693 | -11.7% | 0.63% | -14.1% |
| Q2 2021 | $1,558,618 | -5.5% | 21,174 | -11.1% | 0.74% | -21.5% |
| Q1 2021 | $1,648,867 | +24.7% | 23,831 | +22.3% | 0.94% | +4.9% |
| Q4 2020 | $1,322,642 | – | 19,485 | – | 0.89% | – |
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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% |