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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,338 | +2.2% | 18 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $1,309 | +0.8% | 18 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $1,298 | -97.7% | 18 | -97.7% | 0.00% | -96.8% |
| Q3 2021 | $57,000 | -1.7% | 782 | 0.0% | 0.03% | -3.1% |
| Q2 2021 | $58,000 | +7.4% | 782 | 0.0% | 0.03% | +3.2% |
| Q1 2021 | $54,000 | +1.9% | 782 | 0.0% | 0.03% | -16.2% |
| Q4 2020 | $53,000 | +253.3% | 782 | +212.8% | 0.04% | +146.7% |
| Q2 2020 | $15,000 | +15.4% | 250 | 0.0% | 0.02% | -11.8% |
| Q1 2020 | $13,000 | -91.6% | 250 | -89.7% | 0.02% | -83.2% |
| Q3 2019 | $155,000 | +4.0% | 2,421 | 0.0% | 0.10% | +1.0% |
| Q2 2019 | $149,000 | +4.9% | 2,421 | 0.0% | 0.10% | -8.3% |
| Q1 2019 | $142,000 | -67.3% | 2,421 | -68.2% | 0.11% | -47.8% |
| Q3 2018 | $434,000 | +5.3% | 7,616 | -1.7% | 0.21% | -19.3% |
| Q2 2018 | $412,000 | – | 7,751 | – | 0.26% | – |
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% |