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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $1,243,563 | +21.1% | 17,096 | +20.0% | 0.11% | -33.3% |
| Q4 2022 | $1,026,920 | -20.1% | 14,243 | -18.5% | 0.17% | -25.7% |
| Q3 2021 | $1,285,000 | -0.2% | 17,483 | 0.0% | 0.23% | +58.6% |
| Q2 2021 | $1,287,000 | +7.2% | 17,483 | +0.7% | 0.14% | +17.9% |
| Q1 2021 | $1,201,000 | -1.5% | 17,364 | -3.3% | 0.12% | -25.9% |
| Q4 2020 | $1,219,000 | -42.4% | 17,955 | -46.0% | 0.17% | -73.1% |
| Q3 2020 | $2,117,000 | +4.6% | 33,221 | -0.4% | 0.62% | -20.8% |
| Q2 2020 | $2,023,000 | +26.0% | 33,370 | +12.3% | 0.78% | -4.4% |
| Q1 2020 | $1,605,000 | -17.7% | 29,714 | 0.0% | 0.81% | -22.5% |
| Q4 2019 | $1,949,000 | +3.0% | 29,714 | +0.6% | 1.05% | -28.9% |
| Q3 2019 | $1,893,000 | +9.5% | 29,539 | +5.5% | 1.48% | +6.0% |
| Q2 2019 | $1,728,000 | +5.3% | 27,989 | +0.3% | 1.39% | +1.2% |
| Q1 2019 | $1,641,000 | – | 27,902 | – | 1.38% | – |
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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% |