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 | $1,214,494 | -20.8% | 16,779 | -18.6% | 0.06% | -20.3% |
| Q2 2023 | $1,532,773 | +51.6% | 20,621 | +48.4% | 0.08% | +23.4% |
| Q1 2023 | $1,010,947 | +50.3% | 13,898 | +49.0% | 0.06% | +33.3% |
| Q4 2022 | $672,447 | -25.9% | 9,326 | -32.1% | 0.05% | -30.4% |
| Q3 2022 | $908,000 | -15.5% | 13,744 | -10.3% | 0.07% | -14.8% |
| Q2 2022 | $1,075,000 | -10.1% | 15,314 | -0.7% | 0.08% | +5.2% |
| Q1 2022 | $1,196,000 | -5.2% | 15,416 | -1.2% | 0.08% | +4.1% |
| Q4 2021 | $1,262,000 | -26.5% | 15,603 | -33.1% | 0.07% | -37.8% |
| Q3 2021 | $1,716,000 | +11.1% | 23,340 | +11.2% | 0.12% | -6.3% |
| Q2 2021 | $1,545,000 | +1636.0% | 20,992 | +1422.3% | 0.13% | +568.4% |
| Q3 2020 | $89,000 | -100.0% | 1,379 | -67.7% | 0.02% | -72.5% |
| Q1 2020 | $247,489,000 | +146.8% | 4,271 | +182.7% | 0.07% | +187.5% |
| Q4 2019 | $100,299,000 | -3.9% | 1,511 | -8.2% | 0.02% | -22.6% |
| Q3 2019 | $104,388,000 | -38.4% | 1,646 | -42.7% | 0.03% | -49.2% |
| Q1 2019 | $169,479,000 | – | 2,873 | – | 0.06% | – |
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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% |