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 | $23,639,690 | -3.5% | 326,605 | -0.9% | 0.35% | -2.5% |
Q2 2023 | $24,501,592 | +2.6% | 329,633 | +0.4% | 0.36% | -4.0% |
Q1 2023 | $23,885,765 | +15.2% | 328,372 | +14.2% | 0.38% | +8.0% |
Q4 2022 | $20,729,885 | +18.4% | 287,516 | +8.6% | 0.35% | +5.8% |
Q3 2022 | $17,507,000 | +187.1% | 264,860 | +204.9% | 0.33% | +183.6% |
Q2 2022 | $6,098,000 | -4.9% | 86,856 | +5.0% | 0.12% | +7.4% |
Q1 2022 | $6,415,000 | -1.9% | 82,695 | +2.3% | 0.11% | +2.9% |
Q4 2021 | $6,541,000 | +17.3% | 80,854 | +6.6% | 0.10% | -1.9% |
Q3 2021 | $5,575,000 | +34.7% | 75,851 | +34.9% | 0.11% | +30.5% |
Q2 2021 | $4,139,000 | +4.7% | 56,224 | -1.6% | 0.08% | -6.8% |
Q1 2021 | $3,954,000 | -0.6% | 57,154 | -2.5% | 0.09% | -11.1% |
Q4 2020 | $3,979,000 | – | 58,615 | – | 0.10% | – |
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% |