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 | $478,712 | +22.6% | 6,614 | +25.9% | 0.02% | +20.0% |
| Q2 2023 | $390,358 | +5.2% | 5,252 | +2.9% | 0.02% | -4.8% |
| Q1 2023 | $371,107 | +3.1% | 5,102 | +2.2% | 0.02% | -4.5% |
| Q4 2022 | $360,061 | +8.1% | 4,994 | -0.7% | 0.02% | +10.0% |
| Q3 2022 | $333,000 | -9.0% | 5,031 | -3.4% | 0.02% | -4.8% |
| Q2 2022 | $366,000 | -41.4% | 5,210 | -35.4% | 0.02% | -27.6% |
| Q1 2022 | $625,000 | +7.9% | 8,060 | +12.6% | 0.03% | +7.4% |
| Q4 2021 | $579,000 | +40.2% | 7,159 | +27.4% | 0.03% | +28.6% |
| Q3 2021 | $413,000 | -15.0% | 5,620 | -15.0% | 0.02% | -16.0% |
| Q2 2021 | $486,000 | +60.9% | 6,609 | +51.7% | 0.02% | +38.9% |
| Q1 2021 | $302,000 | +40.5% | 4,358 | +19.0% | 0.02% | -30.8% |
| Q1 2019 | $215,000 | -41.1% | 3,661 | -49.4% | 0.03% | -44.7% |
| Q3 2017 | $365,000 | – | 7,241 | – | 0.05% | – |
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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% |