ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 33 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,051 | -94.0% | 28 | -93.9% | 0.00% | -100.0% |
| Q2 2023 | $33,986 | -0.1% | 457 | -2.4% | 0.01% | 0.0% |
| Q1 2023 | $34,011 | +1.3% | 468 | +0.4% | 0.01% | 0.0% |
| Q4 2022 | $33,573 | +15.8% | 466 | +7.1% | 0.01% | +20.0% |
| Q3 2022 | $29,000 | -3.3% | 435 | +3.3% | 0.01% | -16.7% |
| Q2 2022 | $30,000 | -9.1% | 421 | +0.2% | 0.01% | 0.0% |
| Q1 2022 | $33,000 | -2.9% | 420 | +0.2% | 0.01% | 0.0% |
| Q4 2021 | $34,000 | +9.7% | 419 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $31,000 | 0.0% | 419 | +0.2% | 0.01% | -14.3% |
| Q2 2021 | $31,000 | – | 418 | – | 0.01% | – |
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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% |