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 | $397,497 | -2.6% | 5,492 | 0.0% | 0.09% | 0.0% |
| Q2 2023 | $408,206 | +2.2% | 5,492 | 0.0% | 0.09% | -4.1% |
| Q1 2023 | $399,474 | +100777.3% | 5,492 | 0.0% | 0.10% | -1.0% |
| Q4 2022 | $396 | -99.9% | 5,492 | 0.0% | 0.10% | +2.1% |
| Q3 2022 | $363,000 | -53.0% | 5,492 | -50.0% | 0.10% | +6.6% |
| Q2 2022 | $772,000 | +81.2% | 10,984 | +100.0% | 0.09% | 0.0% |
| Q1 2022 | $426,000 | -4.1% | 5,492 | 0.0% | 0.09% | -1.1% |
| Q4 2021 | $444,000 | +4.0% | 5,492 | -5.4% | 0.09% | -3.2% |
| Q3 2021 | $427,000 | 0.0% | 5,806 | 0.0% | 0.10% | -1.0% |
| Q2 2021 | $427,000 | +6.2% | 5,806 | 0.0% | 0.10% | +1.1% |
| Q1 2021 | $402,000 | +2.0% | 5,806 | 0.0% | 0.10% | -5.9% |
| Q4 2020 | $394,000 | +6.5% | 5,806 | 0.0% | 0.10% | -6.5% |
| Q3 2020 | $370,000 | +5.1% | 5,806 | 0.0% | 0.11% | -3.6% |
| Q2 2020 | $352,000 | +12.1% | 5,806 | 0.0% | 0.11% | -4.3% |
| Q1 2020 | $314,000 | -17.6% | 5,806 | 0.0% | 0.12% | +6.4% |
| Q4 2019 | $381,000 | +2.4% | 5,806 | 0.0% | 0.11% | -2.7% |
| Q3 2019 | $372,000 | +3.9% | 5,806 | 0.0% | 0.11% | +1.8% |
| Q2 2019 | $358,000 | +5.0% | 5,806 | +0.1% | 0.11% | 0.0% |
| Q1 2019 | $341,000 | +12.2% | 5,801 | +0.1% | 0.11% | 0.0% |
| Q4 2018 | $304,000 | -7.9% | 5,796 | +0.2% | 0.11% | +3.7% |
| Q3 2018 | $330,000 | +7.5% | 5,786 | +0.1% | 0.11% | 0.0% |
| Q2 2018 | $307,000 | +2.3% | 5,781 | 0.0% | 0.11% | -1.8% |
| Q1 2018 | $300,000 | -1.6% | 5,781 | +0.1% | 0.11% | -0.9% |
| Q4 2017 | $305,000 | +5.2% | 5,777 | +0.2% | 0.11% | +1.9% |
| Q3 2017 | $290,000 | +2.8% | 5,768 | +0.1% | 0.11% | +2.9% |
| Q2 2017 | $282,000 | +2.5% | 5,763 | 0.0% | 0.10% | +2.9% |
| Q1 2017 | $275,000 | +5.8% | 5,763 | +0.1% | 0.10% | +1.0% |
| Q4 2016 | $260,000 | -0.4% | 5,759 | +0.2% | 0.10% | -18.5% |
| Q3 2016 | $261,000 | -1.9% | 5,748 | 0.0% | 0.12% | +18.1% |
| Q2 2016 | $266,000 | +26.1% | 5,748 | +19.4% | 0.10% | +22.1% |
| Q1 2016 | $211,000 | – | 4,814 | – | 0.09% | – |
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% |