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 | $914,738 | -51.0% | 12,638 | -49.7% | 1.17% | -45.9% |
| Q2 2023 | $1,865,758 | +1.3% | 25,101 | -0.8% | 2.16% | -6.3% |
| Q1 2023 | $1,840,977 | -34.8% | 25,309 | -35.3% | 2.31% | -27.1% |
| Q4 2022 | $2,822,183 | +118.4% | 39,140 | +100.3% | 3.16% | +106.4% |
| Q3 2022 | $1,292,000 | -10.8% | 19,545 | -5.2% | 1.53% | +4.3% |
| Q2 2022 | $1,448,000 | -10.9% | 20,625 | -1.6% | 1.47% | +7.2% |
| Q1 2022 | $1,626,000 | -3.8% | 20,966 | +0.3% | 1.37% | -2.4% |
| Q4 2021 | $1,691,000 | -55.5% | 20,903 | -62.7% | 1.40% | -70.7% |
| Q4 2020 | $3,804,000 | +6.3% | 56,064 | -0.1% | 4.80% | -7.5% |
| Q3 2020 | $3,577,000 | -54.6% | 56,124 | -56.8% | 5.18% | -44.9% |
| Q2 2020 | $7,879,000 | +30.6% | 129,958 | +16.4% | 9.41% | +7.9% |
| Q1 2020 | $6,031,000 | -37.0% | 111,660 | -23.4% | 8.72% | -17.9% |
| Q4 2019 | $9,568,000 | +8.7% | 145,851 | +6.2% | 10.63% | +2.1% |
| Q3 2019 | $8,805,000 | +18.2% | 137,373 | +13.9% | 10.41% | +16.4% |
| Q2 2019 | $7,447,000 | +8.7% | 120,639 | +3.6% | 8.95% | +54.3% |
| Q1 2019 | $6,850,000 | +83.4% | 116,486 | +63.4% | 5.80% | +851.7% |
| Q4 2018 | $3,735,000 | – | 71,284 | – | 0.61% | – |
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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% |