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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $4,132,618 | +0.7% | 56,814 | -0.2% | 0.73% | -36.0% |
| Q4 2022 | $4,103,319 | +8.8% | 56,912 | -0.2% | 1.14% | +3.8% |
| Q3 2022 | $3,770,000 | -6.6% | 57,040 | -0.8% | 1.10% | +65.7% |
| Q2 2022 | $4,037,000 | -11.3% | 57,494 | -2.0% | 0.66% | +9.1% |
| Q1 2022 | $4,549,000 | -6.4% | 58,643 | -2.4% | 0.61% | +3.8% |
| Q4 2021 | $4,860,000 | +8.4% | 60,078 | -1.6% | 0.58% | +0.7% |
| Q3 2021 | $4,485,000 | -2.2% | 61,025 | -2.0% | 0.58% | -6.9% |
| Q2 2021 | $4,585,000 | +6.7% | 62,285 | +0.3% | 0.62% | -0.6% |
| Q1 2021 | $4,296,000 | -21.1% | 62,094 | -22.6% | 0.63% | -36.9% |
| Q4 2020 | $5,443,000 | -2.4% | 80,187 | -8.4% | 0.99% | -18.6% |
| Q3 2020 | $5,577,000 | -2.4% | 87,505 | -7.2% | 1.22% | -10.8% |
| Q2 2020 | $5,717,000 | +23.6% | 94,301 | +10.1% | 1.37% | -6.4% |
| Q1 2020 | $4,626,000 | -78.7% | 85,645 | -74.1% | 1.46% | -66.7% |
| Q4 2019 | $21,683,000 | +0.5% | 330,534 | -1.8% | 4.39% | -4.3% |
| Q3 2019 | $21,575,000 | +5.7% | 336,576 | +1.8% | 4.59% | -3.8% |
| Q2 2019 | $20,409,000 | +7.8% | 330,623 | +2.7% | 4.77% | +28.1% |
| Q1 2019 | $18,936,000 | +19.5% | 322,047 | +6.5% | 3.72% | +9.2% |
| Q4 2018 | $15,847,000 | +72.7% | 302,429 | +88.0% | 3.41% | +54.6% |
| Q3 2018 | $9,175,000 | +12.7% | 160,857 | +5.1% | 2.20% | -6.5% |
| Q2 2018 | $8,139,000 | +5.4% | 153,098 | +2.9% | 2.36% | +15.1% |
| Q1 2018 | $7,724,000 | +3.2% | 148,741 | +4.9% | 2.05% | +7.8% |
| Q4 2017 | $7,482,000 | +11.8% | 141,763 | +6.7% | 1.90% | +0.2% |
| Q3 2017 | $6,690,000 | +17.2% | 132,902 | +13.9% | 1.90% | +2.2% |
| Q2 2017 | $5,710,000 | +12.1% | 116,707 | +9.3% | 1.86% | +6.5% |
| Q1 2017 | $5,095,000 | +422.0% | 106,767 | +394.5% | 1.74% | +395.2% |
| Q4 2016 | $976,000 | – | 21,593 | – | 0.35% | – |
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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% |