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 | $20,047 | -2.9% | 276,973 | -0.3% | 3.07% | -0.5% |
| Q2 2023 | $20,654 | +2.0% | 277,872 | -0.2% | 3.09% | -7.3% |
| Q1 2023 | $20,247 | +0.2% | 278,342 | -0.7% | 3.33% | -5.2% |
| Q4 2022 | $20,205 | -99.9% | 280,236 | -0.2% | 3.51% | -2.8% |
| Q3 2022 | $18,553,000 | -4.6% | 280,684 | +1.3% | 3.61% | -0.8% |
| Q2 2022 | $19,445,000 | -10.1% | 276,948 | -0.7% | 3.64% | +1.3% |
| Q1 2022 | $21,637,000 | -8.2% | 278,938 | -4.3% | 3.60% | -5.4% |
| Q4 2021 | $23,571,000 | +5.2% | 291,362 | -4.4% | 3.80% | -4.9% |
| Q3 2021 | $22,404,000 | -3.6% | 304,812 | -3.4% | 4.00% | -4.1% |
| Q2 2021 | $23,230,000 | +4.7% | 315,577 | -1.5% | 4.17% | +2.4% |
| Q1 2021 | $22,177,000 | +2.1% | 320,522 | +0.1% | 4.07% | -15.2% |
| Q4 2020 | $21,730,000 | +6.7% | 320,122 | +0.1% | 4.80% | -5.6% |
| Q3 2020 | $20,371,000 | +4.3% | 319,643 | -0.8% | 5.08% | -1.4% |
| Q2 2020 | $19,528,000 | +13.5% | 322,079 | +1.1% | 5.16% | -4.4% |
| Q1 2020 | $17,207,000 | -17.8% | 318,585 | -0.1% | 5.39% | +1.1% |
| Q4 2019 | $20,925,000 | +29.2% | 318,981 | +25.2% | 5.34% | +19.1% |
| Q3 2019 | $16,191,000 | -14.2% | 254,814 | -16.6% | 4.48% | -15.9% |
| Q2 2019 | $18,868,000 | -1.4% | 305,650 | -6.1% | 5.33% | +3.0% |
| Q1 2019 | $19,135,000 | +13.5% | 325,425 | +1.1% | 5.18% | +4.0% |
| Q4 2018 | $16,862,000 | -3.7% | 321,789 | +4.8% | 4.98% | +0.7% |
| Q3 2018 | $17,508,000 | +7.5% | 306,949 | +0.2% | 4.94% | -2.8% |
| Q2 2018 | $16,279,000 | +1.3% | 306,230 | -1.1% | 5.08% | -2.3% |
| Q1 2018 | $16,075,000 | -2.0% | 309,546 | -0.4% | 5.20% | -3.9% |
| Q4 2017 | $16,411,000 | +5.5% | 310,934 | +0.6% | 5.42% | -0.8% |
| Q3 2017 | $15,560,000 | +3.2% | 309,101 | +0.4% | 5.46% | -1.5% |
| Q2 2017 | $15,071,000 | +2.6% | 308,003 | +0.1% | 5.54% | -2.1% |
| Q1 2017 | $14,685,000 | +5.6% | 307,733 | +0.1% | 5.66% | -1.5% |
| Q4 2016 | $13,907,000 | +1.3% | 307,546 | +1.8% | 5.74% | -4.9% |
| Q3 2016 | $13,723,000 | +4.0% | 302,068 | +5.7% | 6.04% | -2.7% |
| Q2 2016 | $13,201,000 | +11.0% | 285,666 | +5.5% | 6.20% | +4.8% |
| Q1 2016 | $11,893,000 | +15.2% | 270,736 | +9.7% | 5.92% | +10.1% |
| Q4 2015 | $10,322,000 | +11.7% | 246,811 | +5.7% | 5.38% | +5.5% |
| Q3 2015 | $9,243,000 | +1.9% | 233,479 | +3.8% | 5.10% | +8.5% |
| Q2 2015 | $9,072,000 | +1.2% | 224,992 | +3.5% | 4.70% | +1.1% |
| Q1 2015 | $8,966,000 | +9.5% | 217,305 | +7.4% | 4.65% | +4.2% |
| Q4 2014 | $8,190,000 | +14.9% | 202,325 | +7.0% | 4.46% | +10.0% |
| Q3 2014 | $7,128,000 | +8.0% | 189,172 | +6.7% | 4.06% | +9.6% |
| Q2 2014 | $6,598,000 | +12.2% | 177,259 | +8.7% | 3.70% | +7.0% |
| Q1 2014 | $5,880,000 | +24.5% | 163,101 | +22.6% | 3.46% | +10.3% |
| Q4 2013 | $4,721,000 | – | 132,994 | – | 3.14% | – |
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% |