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 | $26,987,647 | -3.6% | 372,861 | -1.0% | 6.59% | -2.6% |
| Q2 2023 | $28,003,810 | +3.3% | 376,750 | +1.1% | 6.76% | -2.5% |
| Q1 2023 | $27,118,254 | +6.0% | 372,811 | +5.0% | 6.94% | -1.3% |
| Q4 2022 | $25,594,662 | +20.3% | 354,988 | +10.3% | 7.03% | -4.3% |
| Q3 2022 | $21,276,000 | -15.6% | 321,882 | -10.4% | 7.35% | +12.4% |
| Q2 2022 | $25,217,000 | -8.8% | 359,162 | +0.8% | 6.54% | -9.3% |
| Q1 2022 | $27,652,000 | +0.4% | 356,483 | +4.7% | 7.21% | -2.1% |
| Q4 2021 | $27,538,000 | +10.5% | 340,400 | +0.4% | 7.36% | +2.1% |
| Q3 2021 | $24,923,000 | +1.8% | 339,087 | +1.9% | 7.22% | +0.1% |
| Q2 2021 | $24,490,000 | +8.5% | 332,703 | +2.0% | 7.21% | +7.3% |
| Q1 2021 | $22,575,000 | -9.7% | 326,270 | -2.7% | 6.72% | -16.0% |
| Q4 2020 | $25,009,000 | +21.5% | 335,451 | +3.8% | 8.00% | +10.1% |
| Q3 2020 | $20,592,000 | +11.4% | 323,117 | +6.0% | 7.27% | -4.6% |
| Q2 2020 | $18,480,000 | +16.4% | 304,816 | +3.7% | 7.62% | -10.1% |
| Q1 2020 | $15,880,000 | +3.3% | 294,005 | +17.2% | 8.47% | +14.5% |
| Q4 2019 | $15,373,000 | – | 250,867 | – | 7.40% | – |
Download | ||||||
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% |