ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,113 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.08 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $362,190 | -2.6% | 5,004 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $371,947 | +2.2% | 5,004 | 0.0% | 0.01% | -13.3% |
| Q1 2023 | $363,991 | +0.9% | 5,004 | 0.0% | 0.02% | -60.5% |
| Q4 2022 | $360,788 | +9.0% | 5,004 | 0.0% | 0.04% | +137.5% |
| Q3 2022 | $331,000 | -5.7% | 5,004 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $351,000 | -9.5% | 5,004 | 0.0% | 0.02% | +14.3% |
| Q1 2022 | $388,000 | -4.2% | 5,004 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $405,000 | +10.1% | 5,004 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $368,000 | 0.0% | 5,004 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $368,000 | +6.4% | 5,004 | 0.0% | 0.01% | +16.7% |
| Q1 2021 | $346,000 | +1.8% | 5,004 | 0.0% | 0.01% | -20.0% |
| Q4 2020 | $340,000 | +6.6% | 5,004 | 0.0% | 0.02% | +15.4% |
| Q3 2020 | $319,000 | +5.3% | 5,004 | 0.0% | 0.01% | -23.5% |
| Q2 2020 | $303,000 | +12.2% | 5,004 | 0.0% | 0.02% | -15.0% |
| Q1 2020 | $270,000 | -17.7% | 5,004 | 0.0% | 0.02% | +11.1% |
| Q4 2019 | $328,000 | +2.2% | 5,004 | 0.0% | 0.02% | -5.3% |
| Q3 2019 | $321,000 | +3.9% | 5,004 | 0.0% | 0.02% | +5.6% |
| Q2 2019 | $309,000 | -93.8% | 5,004 | +1602.0% | 0.02% | -10.0% |
| Q1 2019 | $5,004,000 | +1809.9% | 294 | -94.1% | 0.02% | +11.1% |
| Q4 2018 | $262,000 | -8.1% | 5,004 | 0.0% | 0.02% | +12.5% |
| Q3 2018 | $285,000 | +7.1% | 5,004 | 0.0% | 0.02% | -5.9% |
| Q2 2018 | $266,000 | +2.3% | 5,004 | 0.0% | 0.02% | 0.0% |
| Q1 2018 | $260,000 | -1.5% | 5,004 | 0.0% | 0.02% | 0.0% |
| Q4 2017 | $264,000 | +4.8% | 5,004 | 0.0% | 0.02% | 0.0% |
| Q3 2017 | $252,000 | +2.9% | 5,004 | 0.0% | 0.02% | 0.0% |
| Q2 2017 | $245,000 | – | 5,004 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Cassia Capital Partners, LLC | 382,000 | $27,649,146 | 22.63% |
| Financial Advisors, LLC | 1,084,310 | $78,482,329 | 19.43% |
| Wealth Advisors of Iowa, LLC | 327,608 | $23,712,270 | 16.68% |
| Sovereign Investment Advisors, LLC | 384,417 | $27,824,110 | 10.91% |
| Wells Financial Advisors INC | 190,211 | $13,767,467 | 10.70% |
| Halpern Financial, Inc. | 420,898 | $30,464,595 | 10.52% |
| GRAYHAWK INVESTMENT STRATEGIES INC. | 201,535 | $14,587,103 | 9.79% |
| Darrow Company, Inc. | 153,486 | $11,109,352 | 9.74% |
| Lowe Wealth Advisors, LLC | 249,740 | $18,076,145 | 9.61% |
| Adaptive Financial Consulting, LLC | 221,023 | $15,997,670 | 9.06% |