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 | $3,660 | -2.0% | 50,571 | +0.7% | 3.34% | +138.0% |
| Q2 2023 | $3,735 | +2.6% | 50,243 | +0.3% | 1.40% | -69.7% |
| Q1 2023 | $3,642 | -1.6% | 50,073 | -2.4% | 4.64% | -14.5% |
| Q4 2022 | $3,700 | -99.9% | 51,319 | -3.5% | 5.43% | +211.5% |
| Q2 2022 | $3,734,000 | -10.5% | 53,187 | -1.1% | 1.74% | +18.8% |
| Q1 2022 | $4,172,000 | +3.2% | 53,787 | +7.7% | 1.47% | +23.8% |
| Q4 2021 | $4,041,000 | +7.6% | 49,949 | -2.3% | 1.18% | -59.0% |
| Q3 2021 | $3,756,000 | +5.3% | 51,104 | -0.9% | 2.89% | +111.1% |
| Q1 2021 | $3,568,000 | -0.9% | 51,567 | -2.8% | 1.37% | -10.1% |
| Q4 2020 | $3,600,000 | +2.4% | 53,036 | -3.9% | 1.52% | -10.1% |
| Q3 2020 | $3,515,000 | -1.6% | 55,161 | -6.4% | 1.69% | -13.9% |
| Q2 2020 | $3,572,000 | +12.7% | 58,922 | +0.4% | 1.97% | -13.9% |
| Q1 2020 | $3,170,000 | -12.8% | 58,688 | +5.9% | 2.28% | +26.1% |
| Q4 2019 | $3,636,000 | +0.6% | 55,433 | -1.7% | 1.81% | -4.0% |
| Q3 2019 | $3,613,000 | +6.9% | 56,367 | +3.0% | 1.89% | -4.4% |
| Q2 2019 | $3,379,000 | +3.6% | 54,744 | -1.3% | 1.97% | +10.1% |
| Q1 2019 | $3,262,000 | +4.1% | 55,472 | -7.3% | 1.79% | -19.8% |
| Q4 2018 | $3,135,000 | – | 59,826 | – | 2.24% | – |
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% |