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 | $390,852 | -2.6% | 5,400 | 0.0% | 0.14% | -5.9% |
| Q2 2023 | $401,382 | +2.2% | 5,400 | 0.0% | 0.15% | -14.0% |
| Q1 2023 | $392,796 | +0.9% | 5,400 | 0.0% | 0.18% | -26.1% |
| Q4 2022 | $389,340 | +9.1% | 5,400 | 0.0% | 0.24% | -9.1% |
| Q3 2022 | $357,000 | -5.8% | 5,400 | 0.0% | 0.26% | -12.3% |
| Q2 2022 | $379,000 | -54.8% | 5,400 | -50.0% | 0.30% | -48.5% |
| Q1 2022 | $838,000 | +91.8% | 10,800 | +100.0% | 0.59% | +75.4% |
| Q4 2021 | $437,000 | +4.3% | 5,400 | 0.0% | 0.33% | 0.0% |
| Q3 2021 | $419,000 | +5.5% | 5,400 | 0.0% | 0.33% | +17.2% |
| Q2 2021 | $397,000 | +6.1% | 5,400 | 0.0% | 0.28% | -3.1% |
| Q1 2021 | $374,000 | +1.9% | 5,400 | 0.0% | 0.29% | -15.8% |
| Q4 2020 | $367,000 | -21.7% | 5,400 | -34.3% | 0.35% | +11.5% |
| Q3 2018 | $469,000 | +7.3% | 8,221 | 0.0% | 0.31% | -0.6% |
| Q2 2018 | $437,000 | +2.3% | 8,221 | 0.0% | 0.32% | -3.4% |
| Q1 2018 | $427,000 | -2.7% | 8,221 | 0.0% | 0.33% | -0.6% |
| Q4 2017 | $439,000 | – | 8,221 | – | 0.33% | – |
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% |