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 | $253 | -2.3% | 3,490 | 0.0% | 0.05% | +4.3% |
| Q2 2023 | $259 | +2.0% | 3,490 | 0.0% | 0.05% | +2.2% |
| Q1 2023 | $254 | -3.8% | 3,490 | -4.8% | 0.05% | -6.1% |
| Q4 2022 | $264 | -99.9% | 3,665 | 0.0% | 0.05% | +4.3% |
| Q3 2022 | $242,000 | -16.6% | 3,665 | -11.4% | 0.05% | -7.8% |
| Q2 2022 | $290,000 | -21.0% | 4,135 | -12.7% | 0.05% | -7.3% |
| Q1 2022 | $367,000 | -45.0% | 4,736 | -42.5% | 0.06% | -43.3% |
| Q4 2021 | $667,000 | +3.4% | 8,239 | -6.0% | 0.10% | -3.0% |
| Q3 2021 | $645,000 | -0.6% | 8,769 | -0.5% | 0.10% | -1.0% |
| Q2 2021 | $649,000 | -50.2% | 8,814 | -53.2% | 0.10% | -52.4% |
| Q1 2021 | $1,302,000 | -47.8% | 18,829 | -48.7% | 0.21% | -52.7% |
| Q4 2020 | $2,492,000 | +4.3% | 36,713 | -2.1% | 0.45% | -17.9% |
| Q3 2020 | $2,390,000 | -0.9% | 37,506 | -5.7% | 0.55% | -0.7% |
| Q2 2020 | $2,412,000 | +8.9% | 39,783 | +8.6% | 0.55% | -9.8% |
| Q1 2020 | $2,215,000 | +16.0% | 36,622 | +25.7% | 0.61% | +56.0% |
| Q4 2019 | $1,910,000 | – | 29,129 | – | 0.39% | – |
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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% |