ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,098 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.02 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,488,098 | +11.2% | 117,271 | +14.2% | 1.18% | +9.4% |
| Q2 2023 | $7,635,649 | +5.3% | 102,726 | +3.0% | 1.08% | -4.7% |
| Q1 2023 | $7,253,708 | -3.8% | 99,721 | -4.7% | 1.14% | -19.7% |
| Q4 2022 | $7,543,166 | +11.8% | 104,621 | +2.5% | 1.41% | +11.3% |
| Q3 2022 | $6,746,000 | +116.3% | 102,068 | +478.3% | 1.27% | +107.9% |
| Q2 2022 | $3,119,000 | -8.9% | 17,649 | -62.3% | 0.61% | +14.8% |
| Q1 2022 | $3,422,000 | -48.0% | 46,842 | -61.5% | 0.53% | -74.2% |
| Q1 2020 | $6,578,000 | +0.2% | 121,801 | +21.7% | 2.07% | -3.8% |
| Q4 2019 | $6,565,000 | – | 100,077 | – | 2.15% | – |
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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% |