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 | $520,807 | -12.3% | 7,195 | -9.9% | 0.04% | -8.9% |
| Q2 2023 | $593,559 | -9.6% | 7,985 | -11.5% | 0.04% | -11.8% |
| Q1 2023 | $656,347 | +15.3% | 9,023 | +14.3% | 0.05% | +6.2% |
| Q4 2022 | $569,157 | +3.3% | 7,894 | -5.2% | 0.05% | -5.9% |
| Q3 2022 | $551,000 | -19.7% | 8,330 | -14.8% | 0.05% | -16.4% |
| Q2 2022 | $686,000 | -7.2% | 9,775 | +2.5% | 0.06% | +5.2% |
| Q1 2022 | $739,000 | -13.3% | 9,533 | -9.5% | 0.06% | -9.4% |
| Q4 2021 | $852,000 | -7.0% | 10,532 | -15.5% | 0.06% | -14.7% |
| Q3 2021 | $916,000 | -17.6% | 12,467 | -17.4% | 0.08% | -18.5% |
| Q2 2021 | $1,111,000 | -62.1% | 15,096 | -64.4% | 0.09% | -63.3% |
| Q1 2021 | $2,930,000 | -0.6% | 42,351 | -2.5% | 0.25% | -35.0% |
| Q4 2020 | $2,949,000 | – | 43,440 | – | 0.39% | – |
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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% |