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 | $576,362 | -2.6% | 7,963 | 0.0% | 0.05% | +2.0% |
| Q2 2023 | $591,890 | +2.2% | 7,963 | 0.0% | 0.05% | -7.5% |
| Q1 2023 | $579,229 | +11.3% | 7,963 | +10.4% | 0.05% | +3.9% |
| Q4 2022 | $520,202 | -5.1% | 7,215 | -13.0% | 0.05% | -10.5% |
| Q3 2022 | $548,000 | -5.7% | 8,289 | 0.0% | 0.06% | -3.4% |
| Q2 2022 | $581,000 | -7.8% | 8,289 | +1.9% | 0.06% | +7.3% |
| Q1 2022 | $630,000 | -15.8% | 8,132 | -12.0% | 0.06% | -12.7% |
| Q4 2021 | $748,000 | +19.1% | 9,242 | +8.1% | 0.06% | +8.6% |
| Q3 2021 | $628,000 | +30.8% | 8,553 | +31.3% | 0.06% | +26.1% |
| Q2 2021 | $480,000 | +6.7% | 6,515 | 0.0% | 0.05% | +2.2% |
| Q1 2021 | $450,000 | +1.8% | 6,515 | 0.0% | 0.04% | -11.8% |
| Q4 2020 | $442,000 | +6.5% | 6,515 | 0.0% | 0.05% | -7.3% |
| Q3 2020 | $415,000 | +4.8% | 6,515 | 0.0% | 0.06% | 0.0% |
| Q2 2020 | $396,000 | -28.3% | 6,515 | -36.2% | 0.06% | -40.9% |
| Q1 2020 | $552,000 | -17.6% | 10,215 | 0.0% | 0.09% | +3.3% |
| Q4 2019 | $670,000 | +132.6% | 10,215 | +85.7% | 0.09% | +76.5% |
| Q4 2018 | $288,000 | +7.5% | 5,500 | +17.0% | 0.05% | +21.4% |
| Q3 2018 | $268,000 | +7.2% | 4,700 | 0.0% | 0.04% | -2.3% |
| Q2 2018 | $250,000 | +2.5% | 4,700 | 0.0% | 0.04% | -4.4% |
| Q1 2018 | $244,000 | -1.6% | 4,700 | 0.0% | 0.04% | -2.2% |
| Q4 2017 | $248,000 | +4.6% | 4,700 | 0.0% | 0.05% | -2.1% |
| Q3 2017 | $237,000 | – | 4,700 | – | 0.05% | – |
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% |