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 | $353,793 | +4.7% | 4,888 | +7.6% | 0.19% | +9.2% |
| Q2 2023 | $337,756 | +12.1% | 4,544 | +9.7% | 0.17% | +7.4% |
| Q1 2023 | $301,362 | -6.4% | 4,143 | -7.3% | 0.16% | -11.5% |
| Q4 2022 | $322,071 | +11.4% | 4,467 | +2.1% | 0.18% | +1.7% |
| Q3 2022 | $289,000 | -5.9% | 4,376 | -0.1% | 0.18% | -1.6% |
| Q2 2022 | $307,000 | -20.3% | 4,379 | -11.7% | 0.18% | -2.7% |
| Q1 2022 | $385,000 | +10.3% | 4,957 | +14.8% | 0.19% | -6.5% |
| Q4 2021 | $349,000 | +17.5% | 4,319 | +6.8% | 0.20% | +8.1% |
| Q3 2021 | $297,000 | +5.3% | 4,043 | +5.4% | 0.19% | +5.1% |
| Q2 2021 | $282,000 | +6.0% | 3,835 | -0.1% | 0.18% | +1.7% |
| Q1 2021 | $266,000 | +13.7% | 3,838 | +11.2% | 0.17% | +6.1% |
| Q4 2020 | $234,000 | -3.7% | 3,452 | -9.6% | 0.16% | -13.7% |
| Q3 2020 | $243,000 | +16.3% | 3,819 | +10.8% | 0.19% | +3.3% |
| Q2 2020 | $209,000 | – | 3,447 | – | 0.18% | – |
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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% |