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 | $149 | -3.9% | 2,073 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $155 | -12.9% | 2,073 | -16.0% | 0.01% | -18.2% |
| Q1 2023 | $178 | 0.0% | 2,467 | 0.0% | 0.01% | -8.3% |
| Q4 2022 | $178 | -99.9% | 2,467 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $160,000 | +4.6% | 2,467 | +12.6% | 0.01% | +9.1% |
| Q2 2022 | $153,000 | +41.7% | 2,190 | +51.1% | 0.01% | +57.1% |
| Q1 2022 | $108,000 | -7.7% | 1,449 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $117,000 | -27.8% | 1,449 | -33.7% | 0.01% | -36.4% |
| Q3 2021 | $162,000 | +200.0% | 2,186 | +196.6% | 0.01% | +175.0% |
| Q2 2021 | $54,000 | +5.9% | 737 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $51,000 | +2.0% | 737 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $50,000 | +6.4% | 737 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $47,000 | +4.4% | 737 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $45,000 | -50.5% | 737 | -56.2% | 0.00% | -60.0% |
| Q1 2020 | $91,000 | +46.8% | 1,682 | +78.0% | 0.01% | +66.7% |
| Q4 2019 | $62,000 | +1.6% | 945 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $61,000 | +5.2% | 945 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $58,000 | +3.6% | 945 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $56,000 | +12.0% | 945 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $50,000 | -7.4% | 945 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $54,000 | – | 945 | – | 0.01% | – |
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% |