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 | $422,325 | -16.5% | 5,835 | -14.2% | 0.08% | -12.8% |
| Q2 2023 | $505,729 | +47.8% | 6,804 | +45.9% | 0.09% | -11.3% |
| Q1 2023 | $342,260 | -56.7% | 4,664 | -57.3% | 0.11% | -58.1% |
| Q4 2022 | $790,554 | -36.6% | 10,927 | -42.1% | 0.25% | -48.3% |
| Q3 2022 | $1,246,000 | -34.9% | 18,858 | -30.8% | 0.49% | -55.5% |
| Q2 2022 | $1,914,000 | +238.8% | 27,266 | +274.4% | 1.10% | +281.6% |
| Q1 2022 | $565,000 | +52.3% | 7,282 | +59.0% | 0.29% | +33.3% |
| Q4 2021 | $371,000 | -5.8% | 4,580 | -14.6% | 0.22% | +20.0% |
| Q3 2021 | $394,000 | 0.0% | 5,362 | +0.1% | 0.18% | +4.7% |
| Q2 2021 | $394,000 | -11.3% | 5,359 | -16.4% | 0.17% | -9.5% |
| Q1 2021 | $444,000 | -6.1% | 6,411 | -8.0% | 0.19% | -14.0% |
| Q4 2020 | $473,000 | -1.9% | 6,971 | -7.8% | 0.22% | -21.9% |
| Q3 2020 | $482,000 | +9.5% | 7,561 | +4.2% | 0.28% | +1.8% |
| Q2 2020 | $440,000 | +12.2% | 7,257 | -0.0% | 0.28% | -2.1% |
| Q1 2020 | $392,000 | -10.5% | 7,258 | +8.7% | 0.28% | +35.2% |
| Q4 2019 | $438,000 | +29.6% | 6,675 | +26.8% | 0.21% | +11.7% |
| Q3 2019 | $338,000 | +5.3% | 5,265 | +1.1% | 0.19% | +0.5% |
| Q2 2019 | $321,000 | +35.4% | 5,207 | +29.4% | 0.19% | +29.0% |
| Q1 2019 | $237,000 | – | 4,025 | – | 0.14% | – |
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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% |