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 | $298,115 | -2.6% | 4,119 | 0.0% | 0.12% | 0.0% |
| Q2 2023 | $306,147 | +2.2% | 4,119 | 0.0% | 0.12% | -4.1% |
| Q1 2023 | $299,598 | -84.9% | 4,119 | -85.0% | 0.12% | -87.4% |
| Q4 2022 | $1,985,239 | -14.7% | 27,535 | -21.8% | 0.98% | -15.2% |
| Q3 2022 | $2,326,000 | -7.3% | 35,196 | -1.5% | 1.16% | +0.6% |
| Q2 2022 | $2,509,000 | -10.1% | 35,734 | -0.7% | 1.15% | +1.8% |
| Q1 2022 | $2,791,000 | -4.6% | 35,981 | -0.5% | 1.13% | -4.5% |
| Q4 2021 | $2,926,000 | +9.9% | 36,167 | -0.2% | 1.18% | -0.2% |
| Q3 2021 | $2,663,000 | -0.1% | 36,236 | 0.0% | 1.18% | -1.5% |
| Q2 2021 | $2,667,000 | +5.7% | 36,236 | -0.6% | 1.20% | -4.2% |
| Q1 2021 | $2,523,000 | +2.0% | 36,463 | +0.0% | 1.26% | -5.5% |
| Q4 2020 | $2,474,000 | -50.5% | 36,447 | -53.5% | 1.33% | -57.3% |
| Q3 2020 | $4,997,000 | +6.8% | 78,404 | +1.6% | 3.11% | -1.5% |
| Q2 2020 | $4,677,000 | +12.4% | 77,144 | +0.1% | 3.15% | +12.2% |
| Q1 2020 | $4,160,000 | – | 77,030 | – | 2.81% | – |
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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% |