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 | $223,219 | -2.6% | 3,084 | 0.0% | 0.12% | -19.5% |
| Q2 2023 | $229,234 | +2.2% | 3,084 | 0.0% | 0.15% | -2.6% |
| Q1 2023 | $224,330 | +0.9% | 3,084 | 0.0% | 0.15% | +15.9% |
| Q4 2022 | $222,357 | +9.0% | 3,084 | 0.0% | 0.13% | +17.9% |
| Q3 2022 | $204,000 | -9.7% | 3,084 | -4.3% | 0.11% | -3.4% |
| Q2 2022 | $226,000 | -9.6% | 3,223 | 0.0% | 0.12% | +12.6% |
| Q1 2022 | $250,000 | -31.9% | 3,223 | -28.9% | 0.10% | -30.9% |
| Q4 2021 | $367,000 | +10.2% | 4,533 | 0.0% | 0.15% | +4.9% |
| Q3 2021 | $333,000 | -0.3% | 4,533 | 0.0% | 0.14% | -0.7% |
| Q2 2021 | $334,000 | +21.5% | 4,533 | -12.3% | 0.14% | -21.4% |
| Q2 2018 | $275,000 | -97.0% | 5,168 | -97.1% | 0.18% | -97.1% |
| Q1 2018 | $9,113,000 | +1.1% | 175,294 | +4.0% | 6.34% | +0.2% |
| Q4 2017 | $9,014,000 | – | 168,547 | – | 6.32% | – |
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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% |