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 | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $5,082,000 | -51.5% | 112,371 | -51.3% | 1.62% | -42.0% |
| Q3 2016 | $10,476,000 | +4.3% | 230,600 | +6.1% | 2.79% | +2.2% |
| Q2 2016 | $10,041,000 | -6.8% | 217,288 | -11.4% | 2.73% | -2.5% |
| Q1 2016 | $10,774,000 | +117.4% | 245,259 | +107.0% | 2.80% | +119.7% |
| Q4 2015 | $4,955,000 | -53.3% | 118,466 | -55.8% | 1.27% | -57.9% |
| Q3 2015 | $10,606,000 | +4471.6% | 267,900 | +4549.4% | 3.02% | +4282.6% |
| Q2 2015 | $232,000 | -89.2% | 5,762 | -89.0% | 0.07% | -89.0% |
| Q1 2015 | $2,157,000 | +591.3% | 52,268 | +578.2% | 0.63% | +499.0% |
| Q4 2014 | $312,000 | -97.4% | 7,707 | -97.6% | 0.10% | -97.4% |
| Q3 2014 | $12,231,000 | +21.7% | 324,614 | +20.2% | 4.06% | +24.0% |
| Q2 2014 | $10,051,000 | +2.4% | 270,059 | -0.8% | 3.28% | +2.5% |
| Q1 2014 | $9,813,000 | +0.8% | 272,193 | -0.8% | 3.20% | -0.9% |
| Q4 2013 | $9,737,000 | +5.1% | 274,283 | -1.6% | 3.23% | +0.5% |
| Q3 2013 | $9,262,000 | -9.8% | 278,697 | -11.6% | 3.21% | -7.4% |
| Q2 2013 | $10,266,000 | – | 315,171 | – | 3.47% | – |
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% |