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 | $24,773,451 | +116.7% | 342,269 | +122.5% | 5.85% | +120.8% |
| Q2 2023 | $11,431,822 | +2.5% | 153,798 | +0.3% | 2.65% | -2.2% |
| Q1 2023 | $11,153,167 | +45.8% | 153,329 | +44.6% | 2.71% | +47.0% |
| Q4 2022 | $7,647,700 | +3.1% | 106,071 | -1.4% | 1.84% | +0.1% |
| Q3 2022 | $7,417,000 | -2.0% | 107,606 | +0.0% | 1.84% | 0.0% |
| Q2 2022 | $7,567,000 | -18.0% | 107,556 | -9.6% | 1.84% | +9.4% |
| Q1 2022 | $9,231,000 | -15.6% | 118,996 | -12.0% | 1.68% | -14.3% |
| Q4 2021 | $10,943,000 | +85.9% | 135,263 | +68.9% | 1.96% | +69.9% |
| Q3 2021 | $5,888,000 | -31.8% | 80,104 | -31.7% | 1.16% | -32.6% |
| Q2 2021 | $8,633,000 | +3.9% | 117,285 | -2.3% | 1.72% | -0.9% |
| Q1 2021 | $8,305,000 | -14.2% | 120,036 | -15.8% | 1.73% | -21.8% |
| Q4 2020 | $9,681,000 | +6.1% | 142,620 | -0.4% | 2.21% | +2.8% |
| Q3 2020 | $9,124,000 | +6.2% | 143,160 | +1.0% | 2.15% | +0.1% |
| Q2 2020 | $8,594,000 | +3393.5% | 141,744 | +3681.9% | 2.15% | +2727.6% |
| Q4 2019 | $246,000 | -15.2% | 3,748 | -17.2% | 0.08% | -6.2% |
| Q3 2019 | $290,000 | – | 4,524 | – | 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% |