ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,098 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.02 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,619,579 | +28.5% | 50,008 | +31.9% | 0.26% | +38.0% |
| Q2 2023 | $2,817,702 | +78147.8% | 37,908 | -23.4% | 0.19% | -25.0% |
| Q1 2023 | $3,601 | +3.9% | 49,508 | +3.0% | 0.26% | +7.6% |
| Q4 2022 | $3,467 | -99.9% | 48,089 | -33.2% | 0.24% | -34.3% |
| Q3 2022 | $4,758,000 | -5.7% | 71,989 | +0.1% | 0.36% | -0.5% |
| Q2 2022 | $5,047,000 | -2.6% | 71,889 | +7.6% | 0.36% | +9.6% |
| Q1 2022 | $5,183,000 | -27.9% | 66,815 | -24.8% | 0.33% | -24.2% |
| Q4 2021 | $7,185,000 | +41.4% | 88,815 | +28.5% | 0.44% | +31.5% |
| Q3 2021 | $5,080,000 | +17.7% | 69,115 | +17.9% | 0.33% | +20.2% |
| Q2 2021 | $4,315,000 | -17.0% | 58,615 | -22.0% | 0.28% | -22.4% |
| Q1 2021 | $5,197,000 | +9.0% | 75,115 | +7.0% | 0.36% | +5.9% |
| Q4 2020 | $4,766,000 | +44.9% | 70,215 | +36.0% | 0.34% | +27.7% |
| Q3 2020 | $3,289,000 | +53.2% | 51,615 | +45.7% | 0.26% | +39.7% |
| Q2 2020 | $2,147,000 | +49.4% | 35,415 | +33.1% | 0.19% | +44.3% |
| Q1 2020 | $1,437,000 | +51.3% | 26,602 | +83.6% | 0.13% | +81.9% |
| Q4 2019 | $950,000 | – | 14,489 | – | 0.07% | – |
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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% |