ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,042 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.09 and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $68,471 | -2.6% | 946 | 0.0% | 0.02% | +4.5% |
Q2 2023 | $70,316 | +2.2% | 946 | 0.0% | 0.02% | -4.3% |
Q1 2023 | $68,812 | +0.9% | 946 | 0.0% | 0.02% | -8.0% |
Q4 2022 | $68,207 | +8.3% | 946 | 0.0% | 0.02% | -82.9% |
Q3 2022 | $63,000 | -4.5% | 946 | 0.0% | 0.15% | +2.1% |
Q2 2022 | $66,000 | -9.6% | 946 | 0.0% | 0.14% | +308.6% |
Q1 2022 | $73,000 | -99.9% | 946 | -99.9% | 0.04% | -99.9% |
Q4 2019 | $83,009,000 | -35.6% | 1,265,387 | -37.1% | 46.98% | -39.4% |
Q3 2019 | $128,920,000 | +44.2% | 2,011,232 | +38.9% | 77.48% | +40.0% |
Q2 2019 | $89,405,000 | +3.7% | 1,448,316 | -1.3% | 55.36% | -0.5% |
Q1 2019 | $86,256,000 | +41.5% | 1,466,931 | +26.1% | 55.63% | +19.8% |
Q4 2018 | $60,961,000 | +147.9% | 1,163,377 | +114.9% | 46.44% | +132.4% |
Q3 2016 | $24,592,000 | -2.6% | 541,323 | -0.8% | 19.98% | -3.6% |
Q2 2016 | $25,247,000 | +7.6% | 545,420 | +1.9% | 20.72% | -2.8% |
Q1 2016 | $23,459,000 | – | 535,482 | – | 21.33% | – |
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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% |