ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,042 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.09 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,144,838 | -8.4% | 15,817 | -6.0% | 0.02% | -8.0% |
| Q2 2023 | $1,250,241 | +166.5% | 16,820 | +160.8% | 0.02% | +31.6% |
| Q1 2023 | $469,115 | +11.6% | 6,449 | +10.6% | 0.02% | +18.8% |
| Q4 2022 | $420,308 | +27.4% | 5,830 | +16.8% | 0.02% | -15.8% |
| Q3 2022 | $330,000 | -2.4% | 4,991 | +3.5% | 0.02% | -5.0% |
| Q2 2022 | $338,000 | -1.5% | 4,820 | +13.8% | 0.02% | +5.3% |
| Q1 2022 | $343,000 | 0.0% | 4,236 | 0.0% | 0.02% | +5.6% |
| Q4 2021 | $343,000 | +29.4% | 4,236 | +17.5% | 0.02% | +5.9% |
| Q3 2021 | $265,000 | -45.7% | 3,606 | -45.6% | 0.02% | -39.3% |
| Q2 2021 | $488,000 | +1009.1% | 6,626 | +690.7% | 0.03% | +75.0% |
| Q4 2018 | $44,000 | -74.1% | 838 | -73.8% | 0.02% | -77.5% |
| Q2 2018 | $170,000 | – | 3,194 | – | 0.07% | – |
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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% |