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 | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $3,168,000 | +23.8% | 61,009 | +25.8% | 2.04% | +28.7% |
| Q4 2017 | $2,560,000 | -46.8% | 48,512 | -49.2% | 1.59% | -50.1% |
| Q3 2017 | $4,810,000 | +13.5% | 95,558 | +10.3% | 3.18% | +9.9% |
| Q2 2017 | $4,237,000 | +5.0% | 86,609 | +2.4% | 2.89% | -1.4% |
| Q1 2017 | $4,035,000 | -24.9% | 84,571 | -28.9% | 2.94% | -34.8% |
| Q4 2016 | $5,376,000 | +25.1% | 118,906 | +25.7% | 4.50% | +38.1% |
| Q3 2016 | $4,296,000 | -1.2% | 94,567 | +0.5% | 3.26% | -9.1% |
| Q2 2016 | $4,349,000 | +1.4% | 94,132 | -3.6% | 3.59% | -10.5% |
| Q1 2016 | $4,288,000 | +623.1% | 97,621 | +587.8% | 4.01% | +609.9% |
| Q4 2015 | $593,000 | – | 14,194 | – | 0.56% | – |
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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% |