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 | $1,241,896 | +94.8% | 17,158 | +100.0% | 0.08% | +1.3% |
| Q2 2023 | $637,677 | -49.2% | 8,579 | -50.0% | 0.08% | -3.7% |
| Q1 2023 | $1,254,249 | +102.8% | 17,158 | +100.0% | 0.08% | -1.2% |
| Q4 2022 | $618,546 | -0.6% | 8,579 | 0.0% | 0.08% | +1.2% |
| Q3 2022 | $622,000 | -3.0% | 8,579 | 0.0% | 0.08% | +1.2% |
| Q2 2022 | $641,000 | +5.6% | 8,579 | 0.0% | 0.08% | 0.0% |
| Q1 2022 | $607,000 | -12.5% | 8,579 | 0.0% | 0.08% | +3.9% |
| Q4 2021 | $694,000 | +4.2% | 8,579 | 0.0% | 0.08% | +1.3% |
| Q3 2021 | $666,000 | +1.8% | 8,579 | 0.0% | 0.08% | 0.0% |
| Q2 2021 | $654,000 | +6.0% | 8,579 | 0.0% | 0.08% | +1.3% |
| Q1 2021 | $617,000 | +5.8% | 8,579 | 0.0% | 0.08% | -2.6% |
| Q4 2020 | $583,000 | +6.6% | 8,579 | 0.0% | 0.08% | -7.2% |
| Q3 2020 | $547,000 | +5.2% | 8,579 | 0.0% | 0.08% | -4.6% |
| Q2 2020 | $520,000 | – | 8,579 | – | 0.09% | – |
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% |