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 | $5,457,764 | -37.9% | 75,404 | -36.2% | 1.40% | -37.4% |
| Q2 2023 | $8,786,555 | +4.3% | 118,210 | +2.1% | 2.23% | +0.7% |
| Q1 2023 | $8,422,728 | +185.0% | 115,792 | +182.5% | 2.21% | +158.6% |
| Q4 2022 | $2,954,989 | +34.7% | 40,985 | +23.5% | 0.86% | +23.0% |
| Q3 2022 | $2,194,000 | -10.7% | 33,188 | -5.1% | 0.70% | -8.3% |
| Q2 2022 | $2,456,000 | -15.3% | 34,987 | -6.4% | 0.76% | -26.2% |
| Q1 2022 | $2,901,000 | +17.1% | 37,395 | +22.1% | 1.03% | +27.2% |
| Q4 2021 | $2,478,000 | +580.8% | 30,633 | +481.7% | 0.81% | +275.8% |
| Q1 2021 | $364,000 | – | 5,266 | – | 0.22% | – |
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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% |