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 2022 | $124,000 | -28.7% | 1,874 | -24.4% | 0.01% | -30.0% |
Q2 2022 | $174,000 | -12.1% | 2,479 | -2.9% | 0.01% | 0.0% |
Q1 2022 | $198,000 | +725.0% | 2,553 | +765.4% | 0.01% | +400.0% |
Q4 2021 | $24,000 | +50.0% | 295 | +38.5% | 0.00% | +100.0% |
Q3 2021 | $16,000 | -60.0% | 213 | -60.9% | 0.00% | -50.0% |
Q2 2021 | $40,000 | +14.3% | 545 | -15.9% | 0.00% | -33.3% |
Q1 2020 | $35,000 | -36.4% | 648 | -22.9% | 0.00% | 0.0% |
Q4 2019 | $55,000 | +685.7% | 840 | +692.5% | 0.00% | – |
Q3 2019 | $7,000 | – | 106 | – | 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% |