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 | $2,703,499 | -4.5% | 37,351 | -1.9% | 0.27% | +18.1% |
| Q2 2023 | $2,829,734 | -17.8% | 38,069 | -19.6% | 0.23% | -33.5% |
| Q1 2023 | $3,443,906 | +17.5% | 47,345 | +16.5% | 0.35% | +34.2% |
| Q4 2022 | $2,931,313 | -10.4% | 40,656 | -17.9% | 0.26% | -16.7% |
| Q3 2022 | $3,273,000 | +9.7% | 49,504 | +17.0% | 0.31% | +13.0% |
| Q2 2022 | $2,983,000 | +10.2% | 42,299 | +21.2% | 0.28% | +32.7% |
| Q1 2022 | $2,708,000 | -29.3% | 34,912 | -26.3% | 0.21% | -31.4% |
| Q4 2021 | $3,832,000 | +62.2% | 47,368 | +47.4% | 0.30% | +41.6% |
| Q3 2021 | $2,362,000 | -18.3% | 32,132 | -18.2% | 0.21% | -20.1% |
| Q2 2021 | $2,890,000 | -6.3% | 39,266 | -11.9% | 0.27% | -12.7% |
| Q1 2021 | $3,085,000 | -24.9% | 44,584 | -26.4% | 0.31% | -34.5% |
| Q4 2020 | $4,109,000 | +92.6% | 60,536 | +80.9% | 0.47% | +33.2% |
| Q3 2020 | $2,133,000 | -36.8% | 33,462 | -39.9% | 0.35% | -25.4% |
| Q2 2020 | $3,375,000 | +62.5% | 55,668 | +44.7% | 0.47% | +742.9% |
| Q1 2020 | $2,077,000 | -31.3% | 38,464 | -16.5% | 0.06% | -89.3% |
| Q4 2019 | $3,024,000 | -1.8% | 46,092 | -4.0% | 0.52% | -9.2% |
| Q3 2019 | $3,078,000 | +27.1% | 48,019 | +22.4% | 0.58% | +19.5% |
| Q2 2019 | $2,422,000 | +17.8% | 39,236 | +12.2% | 0.48% | +8.8% |
| Q1 2019 | $2,056,000 | +644.9% | 34,973 | +562.9% | 0.44% | +523.9% |
| Q4 2018 | $276,000 | -8.9% | 5,276 | -0.7% | 0.07% | +4.4% |
| Q3 2018 | $303,000 | +28.4% | 5,314 | +19.7% | 0.07% | +21.4% |
| Q2 2018 | $236,000 | +2.2% | 4,439 | 0.0% | 0.06% | -3.4% |
| Q1 2018 | $231,000 | +6.0% | 4,439 | +7.2% | 0.06% | +5.5% |
| Q4 2017 | $218,000 | +4.8% | 4,139 | 0.0% | 0.06% | +1.9% |
| Q3 2017 | $208,000 | -32.7% | 4,139 | -36.0% | 0.05% | -42.6% |
| Q1 2017 | $309,000 | – | 6,470 | – | 0.09% | – |
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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% |