ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,098 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.02 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $287,659 | -2.6% | 3,974 | 0.0% | 0.11% | -2.7% |
| Q2 2023 | $295,409 | +2.3% | 3,974 | +0.1% | 0.11% | +1.9% |
| Q1 2023 | $288,760 | +26.6% | 3,970 | +25.4% | 0.11% | +17.4% |
| Q4 2022 | $228,160 | +9.2% | 3,165 | +0.2% | 0.09% | +3.4% |
| Q3 2022 | $209,000 | -5.4% | 3,159 | +0.2% | 0.09% | +2.3% |
| Q2 2022 | $221,000 | -9.4% | 3,153 | +0.1% | 0.09% | +2.4% |
| Q1 2022 | $244,000 | -3.9% | 3,150 | +0.1% | 0.08% | -1.2% |
| Q4 2021 | $254,000 | +10.0% | 3,146 | +0.1% | 0.09% | +22.9% |
| Q3 2021 | $231,000 | 0.0% | 3,142 | +0.1% | 0.07% | +7.7% |
| Q2 2021 | $231,000 | +6.5% | 3,138 | +0.1% | 0.06% | +3.2% |
| Q1 2021 | $217,000 | +2.4% | 3,134 | +0.1% | 0.06% | -7.4% |
| Q4 2020 | $212,000 | +6.5% | 3,130 | +0.2% | 0.07% | 0.0% |
| Q3 2020 | $199,000 | -2.5% | 3,125 | +0.6% | 0.07% | -4.2% |
| Q4 2019 | $204,000 | – | 3,107 | – | 0.07% | – |
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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% |