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 | $5,801,691 | -4.2% | 80,156 | -1.6% | 0.07% | +4.4% |
| Q2 2023 | $6,057,449 | +0.0% | 81,494 | -2.1% | 0.07% | -5.6% |
| Q1 2023 | $6,054,659 | +4.5% | 83,237 | +3.5% | 0.07% | +1.4% |
| Q4 2022 | $5,796,191 | +9.5% | 80,391 | +0.4% | 0.07% | -2.7% |
| Q3 2022 | $5,293,000 | -16.5% | 80,083 | -11.3% | 0.07% | -12.0% |
| Q2 2022 | $6,336,000 | -8.5% | 90,242 | +1.1% | 0.08% | +3.8% |
| Q1 2022 | $6,926,000 | +1.1% | 89,289 | +5.4% | 0.08% | +6.7% |
| Q4 2021 | $6,851,000 | +17.0% | 84,679 | +6.3% | 0.08% | +7.1% |
| Q3 2021 | $5,856,000 | -16.3% | 79,679 | +56.2% | 0.07% | +70.7% |
| Q2 2021 | $6,994,000 | – | 51,002 | – | 0.04% | – |
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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% |