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 | $1,264,149 | -9.5% | 17,465 | -7.1% | 0.29% | -2.7% |
| Q2 2023 | $1,396,744 | -2.2% | 18,791 | -4.2% | 0.30% | -7.4% |
| Q1 2023 | $1,427,501 | -12.9% | 19,625 | -13.7% | 0.32% | -6.9% |
| Q4 2022 | $1,639,483 | -5.5% | 22,739 | -13.3% | 0.35% | -24.7% |
| Q3 2022 | $1,734,000 | -10.9% | 26,232 | -5.4% | 0.46% | -4.3% |
| Q2 2022 | $1,947,000 | -11.3% | 27,740 | -1.9% | 0.48% | +4.8% |
| Q1 2022 | $2,195,000 | -9.6% | 28,291 | -5.8% | 0.46% | -8.2% |
| Q4 2021 | $2,429,000 | +2.2% | 30,024 | -7.2% | 0.50% | -9.2% |
| Q3 2021 | $2,377,000 | -9.2% | 32,340 | -9.1% | 0.55% | -8.4% |
| Q2 2021 | $2,617,000 | -3.4% | 35,558 | -9.2% | 0.60% | -10.4% |
| Q1 2021 | $2,710,000 | -81.5% | 39,171 | -81.8% | 0.67% | -83.9% |
| Q4 2020 | $14,631,000 | +13.3% | 215,544 | +6.4% | 4.20% | -4.0% |
| Q3 2020 | $12,914,000 | -3.6% | 202,639 | -8.3% | 4.37% | -15.1% |
| Q2 2020 | $13,398,000 | +8.8% | 220,975 | -3.1% | 5.15% | -21.8% |
| Q1 2020 | $12,314,000 | -11.8% | 227,986 | +7.1% | 6.59% | +11.6% |
| Q4 2019 | $13,960,000 | +7.3% | 212,801 | +4.8% | 5.90% | +1.1% |
| Q3 2019 | $13,011,000 | +9.3% | 202,973 | +5.2% | 5.83% | +7.2% |
| Q2 2019 | $11,906,000 | +83.7% | 192,872 | +75.0% | 5.44% | +79.2% |
| Q1 2019 | $6,480,000 | +4.7% | 110,210 | -6.7% | 3.04% | +11.5% |
| Q4 2018 | $6,192,000 | -28.0% | 118,164 | -21.6% | 2.72% | -28.6% |
| Q3 2018 | $8,599,000 | +8.4% | 150,758 | +1.0% | 3.81% | +15.1% |
| Q2 2018 | $7,936,000 | +18.1% | 149,292 | +15.3% | 3.31% | -41.7% |
| Q1 2018 | $6,722,000 | +3.8% | 129,443 | +5.5% | 5.68% | +11.7% |
| Q4 2017 | $6,474,000 | -24.1% | 122,651 | -27.6% | 5.09% | -26.0% |
| Q3 2017 | $8,527,000 | +8.2% | 169,391 | +5.2% | 6.88% | -5.3% |
| Q2 2017 | $7,881,000 | +127.4% | 161,077 | +121.8% | 7.26% | +130.8% |
| Q1 2017 | $3,466,000 | – | 72,637 | – | 3.14% | – |
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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% |