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 | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $365,000 | -91.3% | 4,963 | -91.8% | 0.22% | -91.6% |
| Q1 2021 | $4,176,000 | +5.1% | 60,357 | +3.1% | 2.66% | +0.5% |
| Q4 2020 | $3,974,000 | +43.0% | 58,547 | +34.2% | 2.65% | +38.2% |
| Q3 2020 | $2,779,000 | +50.6% | 43,612 | +43.3% | 1.92% | +50.9% |
| Q2 2020 | $1,845,000 | -46.0% | 30,431 | -51.9% | 1.27% | -59.7% |
| Q1 2020 | $3,416,000 | -36.8% | 63,250 | -23.3% | 3.16% | -25.1% |
| Q4 2019 | $5,407,000 | +5.2% | 82,428 | +2.8% | 4.21% | +4.3% |
| Q3 2019 | $5,142,000 | – | 80,220 | – | 4.04% | – |
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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% |