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 | $582 | -4.4% | 8,030 | -1.9% | 0.00% | 0.0% |
| Q2 2023 | $609 | -1.3% | 8,183 | -3.5% | 0.00% | 0.0% |
| Q1 2023 | $617 | +67.7% | 8,482 | +66.5% | 0.00% | 0.0% |
| Q4 2022 | $368 | -99.9% | 5,095 | +1.3% | 0.00% | 0.0% |
| Q3 2022 | $332,000 | -13.3% | 5,030 | -7.7% | 0.00% | 0.0% |
| Q2 2022 | $383,000 | -9.5% | 5,450 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $423,000 | -46.5% | 5,450 | -44.2% | 0.00% | -50.0% |
| Q4 2021 | $790,000 | +101.5% | 9,762 | +83.2% | 0.00% | +100.0% |
| Q3 2021 | $392,000 | +9.2% | 5,330 | +9.2% | 0.00% | 0.0% |
| Q2 2021 | $359,000 | +6.2% | 4,880 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $338,000 | -11.5% | 4,880 | -13.3% | 0.00% | 0.0% |
| Q4 2020 | $382,000 | -76.8% | 5,630 | -78.2% | 0.00% | -80.0% |
| Q3 2020 | $1,644,000 | -86.9% | 25,792 | -87.5% | 0.01% | -87.5% |
| Q2 2020 | $12,544,000 | +0.2% | 206,896 | -10.8% | 0.04% | -20.0% |
| Q1 2020 | $12,521,000 | -12.1% | 231,836 | +6.8% | 0.05% | +8.7% |
| Q4 2019 | $14,243,000 | +672.0% | 217,126 | +654.5% | 0.05% | +557.1% |
| Q3 2019 | $1,845,000 | -8.4% | 28,777 | -11.8% | 0.01% | 0.0% |
| Q2 2019 | $2,014,000 | +14.0% | 32,631 | +8.7% | 0.01% | 0.0% |
| Q1 2019 | $1,766,000 | +363.5% | 30,030 | +312.5% | 0.01% | +250.0% |
| Q4 2018 | $381,000 | -8.2% | 7,280 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $415,000 | +7.2% | 7,280 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $387,000 | +2.4% | 7,280 | 0.0% | 0.00% | +100.0% |
| Q1 2018 | $378,000 | -99.2% | 7,280 | -99.2% | 0.00% | -99.4% |
| Q4 2017 | $45,775,000 | +30.4% | 867,280 | +24.4% | 0.18% | +27.1% |
| Q3 2017 | $35,101,000 | +45.7% | 697,280 | +41.6% | 0.14% | +44.3% |
| Q2 2017 | $24,087,000 | -31.6% | 492,280 | -33.3% | 0.10% | -34.0% |
| Q1 2017 | $35,218,000 | +80.0% | 738,037 | +70.6% | 0.15% | +63.3% |
| Q4 2016 | $19,563,000 | +3267.1% | 432,610 | +3285.1% | 0.09% | +2900.0% |
| Q3 2016 | $581,000 | -27.3% | 12,780 | -26.0% | 0.00% | -25.0% |
| Q2 2016 | $799,000 | +5.4% | 17,273 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $758,000 | +36.6% | 17,273 | +30.1% | 0.00% | +33.3% |
| Q4 2015 | $555,000 | +305.1% | 13,280 | +216.2% | 0.00% | +200.0% |
| Q2 2013 | $137,000 | – | 4,200 | – | 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% |