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 | $1,000,496 | -40.2% | 13,823 | -38.6% | 0.03% | -30.4% |
| Q2 2023 | $1,673,688 | -7.0% | 22,517 | -9.0% | 0.05% | -2.1% |
| Q1 2023 | $1,800,264 | +285.3% | 24,750 | +281.9% | 0.05% | -26.6% |
| Q4 2022 | $467,280 | +21.1% | 6,481 | +10.9% | 0.06% | +14.3% |
| Q3 2022 | $386,000 | +1.6% | 5,844 | +8.0% | 0.06% | +14.3% |
| Q2 2022 | $380,000 | -10.2% | 5,411 | -0.7% | 0.05% | -5.8% |
| Q1 2022 | $423,000 | -97.2% | 5,448 | -97.6% | 0.05% | -76.9% |
| Q4 2020 | $15,182,000 | -35.1% | 223,653 | -39.1% | 0.22% | -47.7% |
| Q3 2020 | $23,403,000 | +489.2% | 367,221 | +460.5% | 0.43% | +444.3% |
| Q2 2020 | $3,972,000 | -63.7% | 65,511 | -67.7% | 0.08% | -76.6% |
| Q1 2020 | $10,943,000 | -43.2% | 202,608 | -31.0% | 0.34% | -42.5% |
| Q4 2019 | $19,249,000 | -12.8% | 293,433 | -14.8% | 0.59% | -34.7% |
| Q3 2019 | $22,080,000 | -20.2% | 344,456 | -23.1% | 0.90% | -24.2% |
| Q2 2019 | $27,666,000 | +48.4% | 448,184 | +41.4% | 1.18% | +6.2% |
| Q1 2019 | $18,643,000 | +209.8% | 317,051 | +176.1% | 1.12% | +43.3% |
| Q4 2018 | $6,017,000 | -61.9% | 114,832 | -58.6% | 0.78% | -13.8% |
| Q3 2018 | $15,807,000 | +97.9% | 277,125 | +84.4% | 0.90% | +56.8% |
| Q2 2018 | $7,988,000 | +6.6% | 150,262 | +4.1% | 0.58% | -11.1% |
| Q1 2018 | $7,495,000 | +78.2% | 144,335 | +81.2% | 0.65% | +58.8% |
| Q4 2017 | $4,205,000 | -33.4% | 79,662 | -38.3% | 0.41% | -45.3% |
| Q2 2017 | $6,318,000 | +11.0% | 129,131 | +8.3% | 0.75% | -14.7% |
| Q1 2017 | $5,691,000 | +22.4% | 119,249 | +16.0% | 0.88% | -18.5% |
| Q4 2016 | $4,649,000 | +168.6% | 102,805 | +169.8% | 1.07% | +27.3% |
| Q3 2016 | $1,731,000 | +17.0% | 38,105 | +19.0% | 0.84% | +5.9% |
| Q2 2016 | $1,480,000 | +25.6% | 32,033 | +19.5% | 0.80% | +10.2% |
| Q1 2016 | $1,178,000 | +74.3% | 26,804 | +65.8% | 0.72% | +802.5% |
| Q4 2015 | $676,000 | +9.6% | 16,163 | +3.6% | 0.08% | -88.0% |
| Q3 2015 | $617,000 | +84.7% | 15,595 | +88.2% | 0.66% | +109.8% |
| Q2 2015 | $334,000 | – | 8,285 | – | 0.32% | – |
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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% |