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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $168,879 | +98085.5% | 2,284 | -2.6% | 0.07% | -1.4% |
| Q4 2022 | $172 | -99.9% | 2,344 | +4.6% | 0.07% | +3.0% |
| Q3 2022 | $158,000 | -6.0% | 2,241 | 0.0% | 0.07% | -2.9% |
| Q2 2022 | $168,000 | -3.4% | 2,241 | 0.0% | 0.07% | 0.0% |
| Q1 2022 | $174,000 | -3.9% | 2,241 | 0.0% | 0.07% | +3.0% |
| Q4 2021 | $181,000 | +9.7% | 2,241 | 0.0% | 0.07% | +17.5% |
| Q3 2021 | $165,000 | 0.0% | 2,241 | 0.0% | 0.06% | +7.5% |
| Q2 2021 | $165,000 | +6.5% | 2,241 | 0.0% | 0.05% | -3.6% |
| Q1 2021 | $155,000 | -7.7% | 2,241 | -9.5% | 0.06% | -20.3% |
| Q4 2020 | $168,000 | +6.3% | 2,477 | 0.0% | 0.07% | -8.0% |
| Q3 2020 | $158,000 | +5.3% | 2,477 | 0.0% | 0.08% | -5.1% |
| Q2 2020 | $150,000 | +11.9% | 2,477 | 0.0% | 0.08% | -7.1% |
| Q1 2020 | $134,000 | -26.0% | 2,477 | -10.4% | 0.08% | -15.0% |
| Q4 2019 | $181,000 | -15.0% | 2,766 | -16.9% | 0.10% | -21.9% |
| Q3 2019 | $213,000 | +3.9% | 3,328 | 0.0% | 0.13% | -3.0% |
| Q2 2019 | $205,000 | -76.1% | 3,328 | -77.1% | 0.13% | -77.7% |
| Q1 2019 | $856,000 | -13.9% | 14,561 | -23.3% | 0.59% | -23.7% |
| Q4 2018 | $994,000 | – | 18,973 | – | 0.78% | – |
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% |