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 | $823,663 | +233.5% | 11,380 | +257.0% | 0.54% | +119.0% |
| Q1 2022 | $247,000 | -10.2% | 3,188 | -6.5% | 0.25% | +31.2% |
| Q4 2021 | $275,000 | -98.8% | 3,411 | -99.0% | 0.19% | -99.3% |
| Q4 2019 | $22,943,000 | +118.3% | 349,738 | +113.3% | 26.56% | +130.5% |
| Q3 2019 | $10,509,000 | +19.7% | 163,944 | +15.3% | 11.52% | +10.0% |
| Q2 2019 | $8,779,000 | +15.6% | 142,216 | +10.1% | 10.47% | +8.4% |
| Q1 2019 | $7,595,000 | – | 129,163 | – | 9.66% | – |
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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% |