ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,120 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.40 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $588,099 | -84.6% | 130,153 | +164.7% | 0.27% | -91.0% |
| Q1 2022 | $3,813,729 | -6.8% | 49,165 | -2.8% | 3.06% | +21.8% |
| Q4 2021 | $4,093,318 | -25.8% | 50,597 | -32.5% | 2.51% | -23.8% |
| Q3 2021 | $5,513,517 | +7.3% | 75,014 | +7.4% | 3.30% | -6.1% |
| Q2 2021 | $5,139,041 | -40.4% | 69,814 | -44.0% | 3.51% | -48.1% |
| Q1 2021 | $8,620,259 | +10.5% | 124,588 | +8.4% | 6.76% | +3.6% |
| Q4 2020 | $7,801,411 | +33.7% | 114,929 | +25.5% | 6.53% | +18.1% |
| Q3 2020 | $5,835,945 | +44.8% | 91,573 | +37.7% | 5.53% | -31.8% |
| Q2 2020 | $4,031,139 | +1703.1% | 66,488 | +1506.4% | 8.10% | +2448.1% |
| Q1 2020 | $223,567 | -46.2% | 4,139 | -34.7% | 0.32% | -15.2% |
| Q4 2019 | $415,491 | – | 6,334 | – | 0.38% | – |
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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% |