ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,098 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.02 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $22,063 | +10.3% | 306 | – | 0.01% | 0.0% |
| Q3 2022 | $20,000 | -45.9% | 0 | -100.0% | 0.01% | -33.3% |
| Q2 2022 | $37,000 | +27.6% | 522 | +41.5% | 0.01% | +33.3% |
| Q1 2022 | $29,000 | -47.3% | 369 | -51.0% | 0.01% | -47.1% |
| Q3 2021 | $55,000 | +266.7% | 753 | +263.8% | 0.02% | +240.0% |
| Q2 2021 | $15,000 | +7.1% | 207 | -18.5% | 0.01% | -16.7% |
| Q1 2020 | $14,000 | -17.6% | 254 | 0.0% | 0.01% | +20.0% |
| Q4 2019 | $17,000 | +88.9% | 254 | +47.7% | 0.01% | +66.7% |
| Q4 2018 | $9,000 | – | 172 | – | 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% |