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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $865,722 | +43.3% | 11,647 | +40.2% | 0.19% | +36.5% |
| Q1 2023 | $604,178 | – | 8,306 | – | 0.14% | – |
| Q2 2021 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q1 2021 | $76,000 | +1.3% | 1,104 | 0.0% | 0.02% | -4.8% |
| Q4 2020 | $75,000 | +7.1% | 1,104 | +0.5% | 0.02% | +5.0% |
| Q3 2020 | $70,000 | +4.5% | 1,099 | +0.5% | 0.02% | -4.8% |
| Q2 2020 | $67,000 | +15.5% | 1,093 | +0.5% | 0.02% | +16.7% |
| Q1 2020 | $58,000 | -89.2% | 1,088 | -86.7% | 0.02% | -88.8% |
| Q4 2019 | $535,000 | +2.3% | 8,161 | 0.0% | 0.16% | -9.1% |
| Q3 2019 | $523,000 | +3.8% | 8,161 | 0.0% | 0.18% | -5.4% |
| Q2 2019 | $504,000 | +3.5% | 8,161 | -1.5% | 0.19% | -13.1% |
| Q1 2019 | $487,000 | -3.2% | 8,282 | -13.7% | 0.21% | -26.5% |
| Q4 2018 | $503,000 | – | 9,598 | – | 0.29% | – |
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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% |