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 | $643 | -6.4% | 8,884 | -3.9% | 0.02% | 0.0% |
Q2 2023 | $687 | +6.2% | 9,243 | +3.8% | 0.02% | -5.9% |
Q1 2023 | $647 | -8.2% | 8,901 | -9.0% | 0.02% | -10.5% |
Q4 2022 | $705 | -99.9% | 9,776 | -10.2% | 0.02% | -9.5% |
Q3 2022 | $783,000 | +240.4% | 10,884 | +231.7% | 0.02% | +200.0% |
Q2 2022 | $230,000 | -27.9% | 3,281 | -20.2% | 0.01% | -22.2% |
Q1 2022 | $319,000 | +59.5% | 4,112 | +66.2% | 0.01% | +80.0% |
Q4 2021 | $200,000 | -0.5% | 2,474 | -9.7% | 0.01% | -16.7% |
Q3 2021 | $201,000 | -10.3% | 2,739 | -19.7% | 0.01% | -40.0% |
Q4 2019 | $224,000 | – | 3,413 | – | 0.01% | – |
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% |