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 | $2,025,910 | -3.6% | 27,990 | -1.0% | 0.19% | +5.1% |
| Q2 2023 | $2,101,103 | +3.2% | 28,267 | +1.0% | 0.18% | -1.1% |
| Q1 2023 | $2,036,191 | +0.1% | 27,993 | +0.1% | 0.18% | +1.1% |
| Q4 2022 | $2,033,725 | +9.4% | 27,974 | -0.6% | 0.18% | -7.8% |
| Q3 2022 | $1,859,000 | -3.1% | 28,133 | +2.9% | 0.19% | +2.7% |
| Q2 2022 | $1,919,000 | -4.4% | 27,343 | +5.7% | 0.19% | +7.5% |
| Q1 2022 | $2,007,000 | -0.6% | 25,876 | +3.6% | 0.17% | +1.8% |
| Q4 2021 | $2,020,000 | +15.7% | 24,976 | +5.1% | 0.17% | +8.2% |
| Q3 2021 | $1,746,000 | +2.8% | 23,759 | +3.0% | 0.16% | +0.6% |
| Q2 2021 | $1,698,000 | +11.2% | 23,070 | +4.5% | 0.16% | +4.0% |
| Q1 2021 | $1,527,000 | -15.1% | 22,070 | -16.7% | 0.15% | -44.5% |
| Q4 2020 | $1,799,000 | -7.2% | 26,507 | -12.9% | 0.27% | +17.7% |
| Q3 2020 | $1,939,000 | -99.9% | 30,432 | +4.3% | 0.23% | +3.1% |
| Q2 2020 | $1,769,736,000 | +114520.2% | 29,189 | +2.1% | 0.22% | -4.7% |
| Q1 2020 | $1,544,000 | -11.7% | 28,600 | +7.3% | 0.24% | +4.0% |
| Q4 2019 | $1,749,000 | +6.2% | 26,666 | +3.1% | 0.23% | -0.9% |
| Q3 2019 | $1,647,000 | +14.0% | 25,865 | +10.5% | 0.23% | +12.9% |
| Q2 2019 | $1,445,000 | +28.7% | 23,416 | +22.6% | 0.20% | +22.4% |
| Q1 2019 | $1,123,000 | – | 19,105 | – | 0.16% | – |
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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% |