ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,120 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.40 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $12,337,287 | -4.5% | 170,452 | -2.0% | 4.04% | -17.1% |
Q2 2023 | $12,925,251 | +0.6% | 173,890 | -1.6% | 4.87% | -2.9% |
Q1 2023 | $12,853,549 | -1.9% | 176,705 | -2.8% | 5.01% | -9.5% |
Q4 2022 | $13,101,523 | +10.6% | 181,713 | +1.4% | 5.54% | -0.2% |
Q3 2022 | $11,842,000 | -1.8% | 179,148 | +4.3% | 5.55% | +5.2% |
Q2 2022 | $12,062,000 | -8.8% | 171,804 | +0.8% | 5.27% | +4.7% |
Q1 2022 | $13,223,000 | +31.7% | 170,464 | +37.3% | 5.04% | +36.9% |
Q4 2021 | $10,042,000 | – | 124,126 | – | 3.68% | – |
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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% |