ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 33 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $84,975 | +7.8% | 1,089 | 0.0% | 0.01% | 0.0% |
| Q3 2023 | $78,822 | -63.1% | 1,089 | -62.1% | 0.01% | -61.1% |
| Q2 2023 | $213,624 | -36.9% | 2,874 | -38.2% | 0.02% | -40.0% |
| Q1 2023 | $338,565 | +27.0% | 4,654 | +25.9% | 0.03% | +25.0% |
| Q4 2022 | $266,482 | +111.5% | 3,696 | +93.4% | 0.02% | +41.2% |
| Q3 2022 | $126,000 | -6.0% | 1,911 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $134,000 | +59.5% | 1,911 | +75.5% | 0.02% | +88.9% |
| Q1 2022 | $84,000 | +236.0% | 1,089 | +246.8% | 0.01% | +200.0% |
| Q4 2021 | $25,000 | +8.7% | 314 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $23,000 | 0.0% | 314 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $23,000 | +4.5% | 314 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $22,000 | +4.8% | 314 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $21,000 | +5.0% | 314 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $20,000 | +5.3% | 314 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $19,000 | +11.8% | 314 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $17,000 | -19.0% | 314 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $21,000 | +5.0% | 314 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $20,000 | +5.3% | 314 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $19,000 | +5.6% | 314 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $18,000 | +12.5% | 314 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $16,000 | -11.1% | 314 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $18,000 | +5.9% | 314 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $17,000 | – | 314 | – | 0.00% | – |
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% |