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 | $7,983,206 | -6.1% | 110,296 | -3.6% | 2.13% | -0.8% |
| Q2 2023 | $8,501,103 | +2.2% | 114,370 | -0.0% | 2.15% | -5.9% |
| Q1 2023 | $8,321,583 | +1.0% | 114,402 | +0.1% | 2.28% | -6.9% |
| Q4 2022 | $8,242,381 | +9.3% | 114,319 | +0.2% | 2.45% | -1.1% |
| Q3 2022 | $7,544,000 | -6.0% | 114,134 | -0.1% | 2.48% | -0.2% |
| Q2 2022 | $8,024,000 | -16.1% | 114,285 | -7.3% | 2.48% | -2.7% |
| Q1 2022 | $9,566,000 | -6.2% | 123,326 | -2.1% | 2.55% | +17.4% |
| Q4 2021 | $10,195,000 | +8.3% | 126,021 | -1.6% | 2.17% | -8.3% |
| Q3 2021 | $9,415,000 | -3.7% | 128,094 | -3.6% | 2.37% | -4.1% |
| Q2 2021 | $9,778,000 | +6.7% | 132,829 | +0.3% | 2.47% | +0.8% |
| Q1 2021 | $9,161,000 | +2.0% | 132,397 | +0.1% | 2.45% | -0.7% |
| Q4 2020 | $8,979,000 | +13.8% | 132,282 | +8.1% | 2.47% | +12.5% |
| Q3 2020 | $7,888,000 | +16.2% | 122,410 | +9.3% | 2.20% | -4.0% |
| Q2 2020 | $6,788,000 | +29.1% | 111,963 | +15.0% | 2.29% | +4.7% |
| Q1 2020 | $5,258,000 | +193.4% | 97,350 | +256.3% | 2.18% | +234.3% |
| Q4 2019 | $1,792,000 | +4.9% | 27,319 | +2.5% | 0.65% | -6.7% |
| Q3 2019 | $1,709,000 | – | 26,660 | – | 0.70% | – |
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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% |