ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,098 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.02 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,143,058 | -51.6% | 71,056 | -50.3% | 0.26% | -49.7% |
| Q2 2023 | $10,632,506 | +140.2% | 143,045 | +135.1% | 0.51% | +89.3% |
| Q1 2023 | $4,426,489 | -19.2% | 60,854 | -19.9% | 0.27% | -30.3% |
| Q4 2022 | $5,475,152 | +18.6% | 75,938 | +8.8% | 0.39% | +2.4% |
| Q3 2022 | $4,615,000 | -2.7% | 69,813 | +3.3% | 0.38% | -3.8% |
| Q2 2022 | $4,745,000 | +2.8% | 67,588 | +13.5% | 0.40% | +20.4% |
| Q1 2022 | $4,617,000 | -27.9% | 59,526 | -24.8% | 0.33% | -31.4% |
| Q4 2021 | $6,402,000 | +77.5% | 79,135 | +61.3% | 0.48% | -3.2% |
| Q3 2021 | $3,607,000 | +11.5% | 49,073 | +11.7% | 0.49% | -14.5% |
| Q2 2021 | $3,234,000 | +11.2% | 43,936 | +4.5% | 0.58% | +2.8% |
| Q1 2021 | $2,908,000 | +5386.8% | 42,024 | +4752.7% | 0.56% | +1837.9% |
| Q2 2020 | $53,000 | -25.4% | 866 | -25.1% | 0.03% | -64.6% |
| Q2 2019 | $71,000 | – | 1,156 | – | 0.08% | – |
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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% |