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 | $9,617,493 | +32.9% | 132,875 | +36.5% | 0.00% | +100.0% |
| Q2 2023 | $7,234,911 | +1127.9% | 97,335 | +1101.7% | 0.00% | – |
| Q1 2023 | $589,194 | -64.1% | 8,100 | -64.5% | 0.00% | – |
| Q4 2022 | $1,643,159 | -69.8% | 22,790 | -72.4% | 0.00% | -100.0% |
| Q3 2022 | $5,449,000 | -45.9% | 82,431 | -42.5% | 0.00% | -50.0% |
| Q2 2022 | $10,073,000 | -38.4% | 143,466 | -31.9% | 0.00% | -33.3% |
| Q1 2022 | $16,342,000 | +148.7% | 210,682 | +159.3% | 0.00% | – |
| Q4 2021 | $6,572,000 | +89.8% | 81,258 | +72.5% | 0.00% | – |
| Q3 2021 | $3,462,000 | -33.5% | 47,099 | -33.4% | 0.00% | -100.0% |
| Q2 2021 | $5,204,000 | -69.7% | 70,682 | -71.5% | 0.00% | -50.0% |
| Q1 2021 | $17,170,000 | -3.3% | 248,175 | -5.1% | 0.00% | +100.0% |
| Q4 2020 | $17,760,000 | +55.2% | 261,614 | +45.7% | 0.00% | -50.0% |
| Q3 2020 | $11,442,000 | +11.9% | 179,527 | +6.5% | 0.00% | 0.0% |
| Q2 2020 | $10,222,000 | -77.0% | 168,594 | -79.5% | 0.00% | -85.7% |
| Q1 2020 | $44,371,000 | +1003.5% | 820,786 | +1239.0% | 0.01% | +1300.0% |
| Q4 2019 | $4,021,000 | -1.4% | 61,300 | -3.6% | 0.00% | 0.0% |
| Q3 2019 | $4,077,000 | +1.4% | 63,600 | -2.3% | 0.00% | – |
| Q2 2019 | $4,020,000 | -73.3% | 65,100 | -74.6% | 0.00% | -100.0% |
| Q1 2019 | $15,053,000 | +220.8% | 255,995 | +185.9% | 0.01% | +200.0% |
| Q4 2018 | $4,692,000 | +378.3% | 89,544 | +420.6% | 0.00% | – |
| Q3 2018 | $981,000 | -64.4% | 17,200 | -66.8% | 0.00% | -100.0% |
| Q2 2018 | $2,754,000 | -56.3% | 51,800 | -57.3% | 0.00% | -50.0% |
| Q1 2018 | $6,301,000 | +85.9% | 121,322 | +89.0% | 0.00% | +100.0% |
| Q4 2017 | $3,389,000 | -26.5% | 64,200 | -29.9% | 0.00% | 0.0% |
| Q3 2017 | $4,611,000 | -31.2% | 91,592 | -33.1% | 0.00% | -50.0% |
| Q2 2017 | $6,703,000 | +114.7% | 136,993 | +109.4% | 0.00% | 0.0% |
| Q1 2017 | $3,122,000 | -39.0% | 65,407 | -42.2% | 0.00% | 0.0% |
| Q4 2016 | $5,116,000 | +11.3% | 113,151 | +11.8% | 0.00% | 0.0% |
| Q3 2016 | $4,598,000 | +125.1% | 101,200 | +129.0% | 0.00% | +100.0% |
| Q2 2016 | $2,043,000 | -77.8% | 44,200 | -78.9% | 0.00% | -80.0% |
| Q1 2016 | $9,214,000 | +650.9% | 209,746 | +615.1% | 0.01% | – |
| Q4 2015 | $1,227,000 | -65.5% | 29,330 | -67.3% | 0.00% | -100.0% |
| Q3 2015 | $3,556,000 | +234.5% | 89,824 | +240.8% | 0.00% | – |
| Q2 2015 | $1,063,000 | -71.8% | 26,359 | -71.1% | 0.00% | -100.0% |
| Q1 2015 | $3,765,000 | +130.7% | 91,249 | +110.6% | 0.00% | +100.0% |
| Q3 2014 | $1,632,000 | +200.6% | 43,319 | +187.7% | 0.00% | – |
| Q1 2014 | $543,000 | -75.7% | 15,056 | -76.0% | 0.00% | -100.0% |
| Q4 2013 | $2,231,000 | -76.2% | 62,846 | -78.1% | 0.00% | -80.0% |
| Q2 2013 | $9,356,000 | – | 287,245 | – | 0.01% | – |
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% |