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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $94,674 | -2.6% | 1,308 | 0.0% | 0.02% | -4.3% |
| Q2 2023 | $97,224 | +66.9% | 1,308 | +63.3% | 0.02% | +43.8% |
| Q1 2023 | $58,265 | +45.3% | 801 | +44.1% | 0.02% | +33.3% |
| Q4 2022 | $40,088 | -12.9% | 556 | -19.9% | 0.01% | -20.0% |
| Q3 2022 | $46,000 | -64.3% | 694 | -62.3% | 0.02% | -61.5% |
| Q2 2022 | $129,000 | +122.4% | 1,841 | +147.1% | 0.04% | +160.0% |
| Q1 2022 | $58,000 | +18.4% | 745 | +22.7% | 0.02% | +25.0% |
| Q4 2021 | $49,000 | +81.5% | 607 | +21.9% | 0.01% | +20.0% |
| Q1 2020 | $27,000 | -18.2% | 498 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $33,000 | +3.1% | 498 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $32,000 | -78.8% | 498 | -85.0% | 0.01% | -85.5% |
| Q3 2016 | $151,000 | -1.9% | 3,328 | 0.0% | 0.07% | -8.0% |
| Q2 2016 | $154,000 | +5.5% | 3,328 | 0.0% | 0.08% | +1.4% |
| Q1 2016 | $146,000 | – | 3,328 | – | 0.07% | – |
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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% |