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 | – | 3,500 | +772.8% | 0.00% | – |
| Q3 2022 | $0 | – | 401 | +33.7% | 0.00% | – |
| Q2 2022 | $0 | -100.0% | 300 | -72.7% | 0.00% | – |
| Q4 2021 | $1,000 | – | 1,100 | +1000.0% | 0.00% | – |
| Q3 2021 | $0 | – | 100 | -83.3% | 0.00% | – |
| Q1 2021 | $0 | -100.0% | 600 | -80.6% | 0.00% | -100.0% |
| Q4 2020 | $12,000 | +9.1% | 3,100 | -24.4% | 0.00% | 0.0% |
| Q3 2020 | $11,000 | +450.0% | 4,100 | +13.9% | 0.00% | – |
| Q2 2020 | $2,000 | -90.9% | 3,600 | -58.1% | 0.00% | -100.0% |
| Q1 2020 | $22,000 | -97.0% | 8,600 | -56.8% | 0.00% | -97.8% |
| Q4 2019 | $740,000 | +460.6% | 19,899 | -65.2% | 0.04% | +275.0% |
| Q3 2019 | $132,000 | +256.8% | 57,199 | +271.4% | 0.01% | +300.0% |
| Q2 2019 | $37,000 | -91.1% | 15,399 | -36.4% | 0.00% | -93.0% |
| Q1 2019 | $415,000 | +713.7% | 24,199 | +324.6% | 0.04% | +975.0% |
| Q4 2018 | $51,000 | +30.8% | 5,699 | +147.8% | 0.00% | +33.3% |
| Q3 2018 | $39,000 | +143.8% | 2,300 | -58.2% | 0.00% | +200.0% |
| Q1 2018 | $16,000 | – | 5,500 | +71.9% | 0.00% | – |
| Q4 2017 | $0 | -100.0% | 3,200 | -93.2% | 0.00% | -100.0% |
| Q3 2017 | $201,000 | +402.5% | 47,276 | +7.7% | 0.01% | +250.0% |
| Q2 2017 | $40,000 | -31.0% | 43,900 | +1.2% | 0.00% | 0.0% |
| Q1 2017 | $58,000 | -80.7% | 43,376 | +233.3% | 0.00% | -81.8% |
| Q4 2016 | $300,000 | +9.5% | 13,014 | -16.4% | 0.01% | -8.3% |
| Q3 2016 | $274,000 | -4.5% | 15,576 | +113.1% | 0.01% | -20.0% |
| Q2 2016 | $287,000 | +1266.7% | 7,310 | -75.9% | 0.02% | +1400.0% |
| Q1 2016 | $21,000 | -71.2% | 30,300 | +1632.4% | 0.00% | -75.0% |
| Q4 2015 | $73,000 | – | 1,749 | – | 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% |