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 | $10,280,983 | -0.5% | 142,041 | +2.2% | 1.90% | -2.2% |
| Q2 2023 | $10,332,596 | +89.0% | 139,009 | +85.0% | 1.94% | +72.7% |
| Q1 2023 | $5,467,111 | +1.3% | 75,159 | +0.4% | 1.12% | -2.8% |
| Q4 2022 | $5,395,227 | +9.6% | 74,830 | +0.5% | 1.16% | -0.6% |
| Q3 2022 | $4,923,000 | -47.4% | 74,483 | -44.1% | 1.16% | -44.5% |
| Q2 2022 | $9,360,000 | -9.2% | 133,315 | +0.3% | 2.10% | -6.2% |
| Q1 2022 | $10,308,000 | – | 132,885 | – | 2.24% | – |
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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% |