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 | $2,510,718 | +85.6% | 34,688 | +90.6% | 0.19% | +55.6% |
Q2 2023 | $1,352,880 | -55.8% | 18,201 | -56.8% | 0.12% | -36.4% |
Q1 2023 | $3,063,704 | +191.3% | 42,119 | +188.9% | 0.20% | +85.7% |
Q4 2022 | $1,051,784 | +2529.5% | 14,579 | +1805.8% | 0.10% | +517.6% |
Q4 2018 | $40,000 | -9.1% | 765 | -10.6% | 0.02% | -15.0% |
Q1 2018 | $44,000 | -2.2% | 856 | 0.0% | 0.02% | -4.8% |
Q4 2017 | $45,000 | – | 856 | – | 0.02% | – |
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% |