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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $692 | -30.8% | 10 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $1,000 | -99.6% | 10 | -99.7% | 0.00% | -98.3% |
| Q1 2022 | $223,000 | -3.9% | 2,877 | +0.3% | 0.06% | +3.6% |
| Q4 2021 | $232,000 | +12.1% | 2,867 | +2.0% | 0.06% | +1.8% |
| Q3 2021 | $207,000 | -2.4% | 2,812 | -2.6% | 0.06% | -5.2% |
| Q2 2021 | $212,000 | -83.7% | 2,887 | -84.9% | 0.06% | -87.0% |
| Q4 2020 | $1,298,000 | -94.8% | 19,123 | -95.0% | 0.45% | -96.4% |
| Q4 2019 | $25,150,000 | +3.1% | 383,386 | +0.7% | 12.52% | -4.3% |
| Q3 2019 | $24,403,000 | +3.6% | 380,707 | -0.2% | 13.08% | +2.2% |
| Q2 2019 | $23,559,000 | +14.9% | 381,641 | +9.5% | 12.80% | +7.5% |
| Q1 2019 | $20,502,000 | +2323.4% | 348,679 | +2040.8% | 11.90% | +1887.0% |
| Q4 2018 | $846,000 | -12.8% | 16,287 | -4.2% | 0.60% | -0.3% |
| Q3 2018 | $970,000 | +7.1% | 17,001 | -0.3% | 0.60% | -6.5% |
| Q2 2018 | $906,000 | +4.9% | 17,044 | +2.5% | 0.64% | -13.1% |
| Q1 2018 | $864,000 | -17.2% | 16,634 | -15.8% | 0.74% | -14.0% |
| Q4 2017 | $1,043,000 | +3.1% | 19,767 | -1.6% | 0.86% | -5.9% |
| Q3 2017 | $1,012,000 | +6.0% | 20,095 | +2.9% | 0.91% | +6.8% |
| Q2 2017 | $955,000 | -13.3% | 19,527 | -15.4% | 0.86% | -5.3% |
| Q1 2017 | $1,101,000 | +16.5% | 23,079 | +10.5% | 0.90% | +19.6% |
| Q4 2016 | $945,000 | – | 20,893 | – | 0.76% | – |
Download | ||||||
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% |