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 | $465,042 | -23.4% | 6,425 | -21.3% | 0.21% | -20.5% |
| Q2 2023 | $606,904 | +2.2% | 8,165 | 0.0% | 0.26% | -3.7% |
| Q1 2023 | $593,922 | -20.8% | 8,165 | -21.5% | 0.27% | -22.7% |
| Q4 2022 | $749,696 | +9.1% | 10,398 | 0.0% | 0.35% | -6.7% |
| Q3 2022 | $687,000 | -10.2% | 10,398 | -4.6% | 0.37% | -6.0% |
| Q2 2022 | $765,000 | -37.0% | 10,898 | -30.4% | 0.40% | -30.4% |
| Q1 2022 | $1,214,000 | -3.9% | 15,648 | +0.2% | 0.57% | -1.2% |
| Q4 2021 | $1,263,000 | -1.8% | 15,616 | -10.7% | 0.58% | -11.1% |
| Q3 2021 | $1,286,000 | +4.6% | 17,492 | +4.7% | 0.65% | +4.8% |
| Q2 2021 | $1,230,000 | -29.8% | 16,711 | -34.0% | 0.62% | -35.2% |
| Q1 2021 | $1,752,000 | -4.4% | 25,324 | -6.2% | 0.96% | -8.1% |
| Q4 2020 | $1,833,000 | -32.0% | 27,007 | -36.2% | 1.04% | -41.0% |
| Q3 2020 | $2,696,000 | -35.4% | 42,302 | -38.6% | 1.76% | -37.5% |
| Q2 2020 | $4,174,000 | +15.0% | 68,843 | +2.5% | 2.82% | -0.5% |
| Q1 2020 | $3,628,000 | -6.6% | 67,175 | +13.4% | 2.83% | +19.4% |
| Q4 2019 | $3,886,000 | +17.0% | 59,240 | +14.3% | 2.37% | +11.5% |
| Q3 2019 | $3,322,000 | +70.7% | 51,821 | +64.4% | 2.13% | +55.8% |
| Q2 2019 | $1,946,000 | +135.6% | 31,529 | +124.4% | 1.37% | +128.4% |
| Q1 2019 | $826,000 | – | 14,050 | – | 0.60% | – |
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% |