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 | $393,964 | -5.0% | 5,443 | -2.4% | 0.07% | 0.0% |
| Q2 2023 | $414,631 | +4.7% | 5,578 | +2.4% | 0.07% | -8.8% |
| Q1 2023 | $396,069 | -2.8% | 5,445 | -3.6% | 0.08% | -9.1% |
| Q4 2022 | $407,293 | +6.3% | 5,649 | -2.5% | 0.09% | -3.3% |
| Q3 2022 | $383,000 | -6.4% | 5,793 | -0.6% | 0.09% | -1.1% |
| Q2 2022 | $409,000 | -10.9% | 5,830 | -1.4% | 0.09% | +7.0% |
| Q1 2022 | $459,000 | -8.9% | 5,912 | -5.0% | 0.09% | -4.4% |
| Q4 2021 | $504,000 | +25.7% | 6,226 | +14.2% | 0.09% | +16.9% |
| Q3 2021 | $401,000 | -3.1% | 5,452 | -3.1% | 0.08% | -2.5% |
| Q2 2021 | $414,000 | +4.5% | 5,626 | -1.7% | 0.08% | -8.1% |
| Q1 2021 | $396,000 | +3.1% | 5,725 | +1.1% | 0.09% | +1.2% |
| Q4 2020 | $384,000 | +5.8% | 5,663 | -0.5% | 0.08% | -8.6% |
| Q3 2020 | $363,000 | +4.0% | 5,689 | -1.3% | 0.09% | -7.9% |
| Q2 2020 | $349,000 | +10.8% | 5,762 | -1.4% | 0.10% | -12.2% |
| Q1 2020 | $315,000 | – | 5,841 | – | 0.12% | – |
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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% |