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 | $17,997,287 | +114.7% | 248,650 | +120.5% | 0.00% | +100.0% |
| Q2 2023 | $8,383,755 | -35.5% | 112,791 | -36.9% | 0.00% | -33.3% |
| Q1 2023 | $13,000,966 | +32.6% | 178,732 | +31.4% | 0.00% | +50.0% |
| Q4 2022 | $9,806,105 | +341.5% | 136,007 | +304.8% | 0.00% | – |
| Q3 2022 | $2,221,000 | -73.0% | 33,600 | -71.4% | 0.00% | -100.0% |
| Q2 2022 | $8,240,000 | +223.0% | 117,350 | +256.8% | 0.00% | – |
| Q1 2022 | $2,551,000 | -45.6% | 32,894 | -43.3% | 0.00% | -100.0% |
| Q4 2021 | $4,691,000 | -68.8% | 57,979 | -71.7% | 0.00% | -75.0% |
| Q3 2021 | $15,045,000 | +82.2% | 204,684 | +82.5% | 0.00% | +100.0% |
| Q2 2021 | $8,256,000 | +15.6% | 112,171 | +8.7% | 0.00% | +100.0% |
| Q1 2021 | $7,142,000 | +152.3% | 103,226 | +147.5% | 0.00% | 0.0% |
| Q4 2020 | $2,831,000 | -58.0% | 41,712 | -60.6% | 0.00% | -50.0% |
| Q3 2020 | $6,744,000 | +304.3% | 105,826 | +242.7% | 0.00% | +100.0% |
| Q1 2020 | $1,668,000 | -39.0% | 30,882 | -25.9% | 0.00% | 0.0% |
| Q4 2019 | $2,735,000 | +573.6% | 41,687 | +533.4% | 0.00% | – |
| Q2 2019 | $406,000 | -77.4% | 6,581 | -80.5% | 0.00% | -100.0% |
| Q2 2018 | $1,798,000 | -26.2% | 33,828 | -27.9% | 0.00% | 0.0% |
| Q1 2018 | $2,436,000 | +10.5% | 46,910 | +12.3% | 0.00% | 0.0% |
| Q4 2017 | $2,204,000 | -42.9% | 41,761 | -51.1% | 0.00% | -75.0% |
| Q4 2016 | $3,859,000 | -1.0% | 85,349 | -0.5% | 0.00% | 0.0% |
| Q3 2016 | $3,897,000 | +280.9% | 85,778 | +268.4% | 0.00% | +300.0% |
| Q1 2016 | $1,023,000 | +185.8% | 23,285 | +141.8% | 0.00% | – |
| Q2 2014 | $358,000 | – | 9,630 | – | 0.00% | – |
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% |