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 | ||||
---|---|---|---|---|---|---|
Q4 2022 | $2,117 | -99.9% | 29,367 | -0.3% | 0.00% | 0.0% |
Q3 2022 | $1,947,000 | +153.5% | 29,457 | +73.3% | 0.00% | +50.0% |
Q4 2016 | $768,000 | -0.5% | 17,000 | 0.0% | 0.00% | 0.0% |
Q3 2016 | $772,000 | +96.9% | 17,000 | +100.0% | 0.00% | +100.0% |
Q2 2016 | $392,000 | -72.6% | 8,500 | -76.5% | 0.00% | -66.7% |
Q3 2015 | $1,433,000 | -2.7% | 36,200 | -0.9% | 0.00% | 0.0% |
Q2 2015 | $1,473,000 | -2.3% | 36,545 | +0.0% | 0.00% | 0.0% |
Q1 2015 | $1,507,000 | +4923.3% | 36,530 | +4757.7% | 0.00% | – |
Q4 2014 | $30,000 | – | 752 | – | 0.00% | – |
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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% |