ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,100 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.50 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,319,410 | -3.5% | 32,477 | +0.6% | 0.00% | 0.0% |
| Q2 2023 | $2,403,207 | +5.1% | 32,288 | +2.8% | 0.00% | -33.3% |
| Q1 2023 | $2,285,891 | -0.8% | 31,417 | -1.7% | 0.01% | 0.0% |
| Q4 2022 | $2,304,440 | +10.3% | 31,968 | -1.6% | 0.01% | -45.5% |
| Q3 2022 | $2,089,000 | -5.2% | 32,488 | +3.5% | 0.01% | +10.0% |
| Q2 2022 | $2,204,000 | -11.2% | 31,386 | -1.3% | 0.01% | +42.9% |
| Q1 2022 | $2,481,000 | -17.6% | 31,798 | -14.5% | 0.01% | -30.0% |
| Q4 2021 | $3,010,000 | – | 37,187 | – | 0.01% | – |
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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% |