ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,042 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.09 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $76,195 | +26.2% | 1,048 | +29.1% | 0.00% | +50.0% |
| Q2 2023 | $60,356 | +16.7% | 812 | +14.2% | 0.00% | 0.0% |
| Q1 2023 | $51,719 | +10.7% | 711 | +9.7% | 0.00% | 0.0% |
| Q4 2022 | $46,721 | +484.0% | 648 | +418.4% | 0.00% | – |
| Q3 2022 | $8,000 | -50.0% | 125 | -45.7% | 0.00% | -100.0% |
| Q2 2022 | $16,000 | +433.3% | 230 | +489.7% | 0.00% | – |
| Q1 2022 | $3,000 | 0.0% | 39 | 0.0% | 0.00% | – |
| Q4 2021 | $3,000 | 0.0% | 39 | 0.0% | 0.00% | – |
| Q3 2021 | $3,000 | -92.7% | 39 | -93.0% | 0.00% | -100.0% |
| Q2 2021 | $41,000 | -44.6% | 554 | -48.2% | 0.00% | -60.0% |
| Q1 2021 | $74,000 | +5.7% | 1,069 | +3.8% | 0.01% | 0.0% |
| Q4 2020 | $70,000 | +112.1% | 1,030 | +100.0% | 0.01% | +66.7% |
| Q3 2020 | $33,000 | +6.5% | 515 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $31,000 | – | 515 | – | 0.00% | – |
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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% |