ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,042 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.09 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $497,186 | -4.3% | 6,914 | 0.0% | 0.11% | -3.6% |
| Q2 2023 | $519,449 | +11.8% | 6,914 | +8.2% | 0.11% | +9.8% |
| Q1 2023 | $464,736 | +1.5% | 6,389 | +0.6% | 0.10% | -1.0% |
| Q4 2022 | $458,051 | +3.2% | 6,353 | -5.4% | 0.10% | -2.8% |
| Q3 2022 | $444,000 | -5.7% | 6,714 | 0.0% | 0.11% | +1.0% |
| Q2 2022 | $471,000 | -23.5% | 6,714 | -15.5% | 0.10% | -11.0% |
| Q1 2022 | $616,000 | -4.5% | 7,944 | -0.3% | 0.12% | +3.5% |
| Q4 2021 | $645,000 | +9.3% | 7,967 | -0.8% | 0.11% | +1.8% |
| Q3 2021 | $590,000 | -2.3% | 8,032 | -2.3% | 0.11% | -2.6% |
| Q2 2021 | $604,000 | – | 8,217 | – | 0.12% | – |
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% |