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 | $309,786 | -6.7% | 4,280 | -4.2% | 0.01% | 0.0% |
| Q2 2023 | $332,181 | -31.1% | 4,469 | -32.6% | 0.01% | -35.3% |
| Q1 2023 | $482,266 | -92.5% | 6,630 | -92.6% | 0.02% | -93.1% |
| Q4 2022 | $6,473,138 | -8.3% | 89,780 | -15.9% | 0.24% | -19.1% |
| Q3 2022 | $7,057,000 | +7.2% | 106,756 | +13.9% | 0.30% | +9.8% |
| Q2 2022 | $6,583,000 | -4.4% | 93,757 | 0.0% | 0.28% | +0.4% |
| Q1 2022 | $6,888,000 | -9.6% | 93,757 | -0.5% | 0.28% | +3.8% |
| Q4 2021 | $7,623,000 | +9.8% | 94,228 | -0.2% | 0.26% | -2.9% |
| Q3 2021 | $6,942,000 | +2.2% | 94,452 | +2.4% | 0.27% | +2.6% |
| Q2 2021 | $6,792,000 | +1659.6% | 92,266 | +1555.6% | 0.27% | +1464.7% |
| Q1 2021 | $386,000 | -97.1% | 5,573 | -97.2% | 0.02% | -97.3% |
| Q4 2020 | $13,424,000 | -14.9% | 197,755 | -20.1% | 0.63% | -26.1% |
| Q3 2020 | $15,772,000 | +3709.7% | 247,481 | +3525.6% | 0.86% | +3324.0% |
| Q2 2020 | $414,000 | -96.2% | 6,826 | -96.6% | 0.02% | -96.9% |
| Q1 2020 | $10,768,000 | +597.4% | 199,365 | +747.3% | 0.80% | +776.9% |
| Q4 2019 | $1,544,000 | +14.9% | 23,529 | +12.2% | 0.09% | +7.1% |
| Q3 2019 | $1,344,000 | +2.4% | 20,968 | -1.4% | 0.08% | +1.2% |
| Q2 2019 | $1,312,000 | +2.7% | 21,258 | -2.2% | 0.08% | +1.2% |
| Q1 2019 | $1,278,000 | -90.0% | 21,735 | -91.1% | 0.08% | -90.5% |
| Q4 2018 | $12,755,000 | +920.4% | 243,414 | +1010.5% | 0.88% | +1052.6% |
| Q3 2018 | $1,250,000 | +90.3% | 21,919 | +77.3% | 0.08% | +43.4% |
| Q2 2018 | $657,000 | -7.7% | 12,361 | -9.8% | 0.05% | -7.0% |
| Q1 2018 | $712,000 | -45.2% | 13,704 | -44.3% | 0.06% | -44.7% |
| Q4 2017 | $1,299,000 | +4.8% | 24,615 | -0.1% | 0.10% | -1.9% |
| Q3 2017 | $1,240,000 | +3.3% | 24,640 | +0.5% | 0.10% | 0.0% |
| Q2 2017 | $1,200,000 | -1.9% | 24,520 | -4.3% | 0.10% | +1.0% |
| Q1 2017 | $1,223,000 | +52.7% | 25,620 | +44.6% | 0.10% | +44.4% |
| Q4 2016 | $801,000 | -89.3% | 17,720 | -89.2% | 0.07% | -89.7% |
| Q3 2016 | $7,468,000 | -8.3% | 164,379 | -6.8% | 0.70% | -17.6% |
| Q2 2016 | $8,146,000 | +3.8% | 176,291 | -1.3% | 0.85% | -10.9% |
| Q1 2016 | $7,847,000 | – | 178,635 | – | 0.95% | – |
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% |