ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,128 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 1.49 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,902 | -2.6% | 123 | 0.0% | 0.00% | – |
| Q2 2023 | $9,142 | +2.2% | 123 | 0.0% | 0.00% | – |
| Q1 2023 | $8,947 | +0.9% | 123 | 0.0% | 0.00% | – |
| Q4 2022 | $8,868 | – | 123 | +1018.2% | 0.00% | – |
| Q3 2022 | $0 | -100.0% | 11 | -78.4% | 0.00% | – |
| Q4 2020 | $3,000 | 0.0% | 51 | 0.0% | 0.00% | – |
| Q3 2020 | $3,000 | 0.0% | 51 | 0.0% | 0.00% | – |
| Q2 2020 | $3,000 | -88.5% | 51 | -89.4% | 0.00% | – |
| Q1 2020 | $26,000 | -16.1% | 482 | 0.0% | 0.00% | – |
| Q4 2019 | $31,000 | +933.3% | 482 | +845.1% | 0.00% | – |
| Q3 2019 | $3,000 | 0.0% | 51 | 0.0% | 0.00% | – |
| Q2 2019 | $3,000 | -87.0% | 51 | -89.7% | 0.00% | – |
| Q1 2017 | $23,000 | +4.5% | 494 | 0.0% | 0.00% | – |
| Q4 2016 | $22,000 | 0.0% | 494 | 0.0% | 0.00% | – |
| Q3 2016 | $22,000 | 0.0% | 494 | 0.0% | 0.00% | – |
| Q2 2016 | $22,000 | – | 494 | – | 0.00% | – |
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% |