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 | $1,702,378 | -31.0% | 23,520 | -29.1% | 0.85% | -26.3% |
| Q2 2023 | $2,466,864 | +47.1% | 33,188 | +44.0% | 1.16% | +44.5% |
| Q1 2023 | $1,676,802 | -40.9% | 23,052 | -41.5% | 0.80% | -42.5% |
| Q4 2022 | $2,838,793 | +8.4% | 39,373 | -0.7% | 1.39% | +4.2% |
| Q3 2022 | $2,620,000 | -49.9% | 39,637 | -46.8% | 1.34% | -48.9% |
| Q2 2022 | $5,233,000 | -46.6% | 74,532 | -41.0% | 2.62% | -42.3% |
| Q1 2022 | $9,799,000 | -4.4% | 126,323 | -0.3% | 4.53% | +8.8% |
| Q4 2021 | $10,248,000 | -3.6% | 126,677 | -12.5% | 4.16% | -10.0% |
| Q3 2021 | $10,635,000 | +82.4% | 144,692 | +82.7% | 4.63% | +73.3% |
| Q2 2021 | $5,829,000 | +11.6% | 79,187 | +4.9% | 2.67% | -8.5% |
| Q1 2021 | $5,221,000 | -9.5% | 75,458 | -11.2% | 2.92% | -21.5% |
| Q4 2020 | $5,766,000 | -3.3% | 84,947 | -9.2% | 3.72% | -11.2% |
| Q3 2020 | $5,960,000 | +279.4% | 93,514 | +260.8% | 4.18% | +266.3% |
| Q2 2020 | $1,571,000 | +137.7% | 25,916 | +111.8% | 1.14% | +108.8% |
| Q1 2020 | $661,000 | -73.5% | 12,234 | -67.9% | 0.55% | -69.4% |
| Q4 2019 | $2,498,000 | -23.5% | 38,084 | -26.1% | 1.79% | -25.8% |
| Q3 2019 | $3,266,000 | – | 51,532 | – | 2.41% | – |
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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% |