ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 33 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $16,421 | -48.0% | 227 | -46.5% | 0.01% | -42.9% |
| Q2 2023 | $31,551 | -2.2% | 424 | -4.5% | 0.02% | 0.0% |
| Q1 2023 | $32,264 | +30.2% | 444 | +29.1% | 0.02% | +10.5% |
| Q4 2022 | $24,777 | +7.7% | 344 | +0.6% | 0.02% | +18.8% |
| Q3 2022 | $23,000 | +109.1% | 342 | +112.4% | 0.02% | +128.6% |
| Q2 2022 | $11,000 | -31.2% | 161 | -19.9% | 0.01% | -22.2% |
| Q1 2022 | $16,000 | -40.7% | 201 | -40.2% | 0.01% | -43.8% |
| Q4 2021 | $27,000 | +145.5% | 336 | +133.3% | 0.02% | +128.6% |
| Q3 2021 | $11,000 | 0.0% | 144 | 0.0% | 0.01% | +16.7% |
| Q2 2021 | $11,000 | 0.0% | 144 | -13.3% | 0.01% | -25.0% |
| Q1 2021 | $11,000 | +266.7% | 166 | +315.0% | 0.01% | +166.7% |
| Q4 2020 | $3,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $3,000 | +50.0% | 40 | +2.6% | 0.00% | +50.0% |
| Q2 2020 | $2,000 | 0.0% | 39 | 0.0% | 0.00% | +100.0% |
| Q1 2020 | $2,000 | – | 39 | – | 0.00% | – |
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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% |