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 | $679 | -4.1% | 9,377 | -1.5% | 0.28% | -45.3% |
| Q2 2023 | $708 | -9.6% | 9,519 | -11.5% | 0.52% | +46.0% |
| Q1 2023 | $783 | -17.8% | 10,761 | -18.5% | 0.35% | -11.3% |
| Q4 2022 | $952 | -99.9% | 13,205 | -0.9% | 0.40% | -3.9% |
| Q3 2022 | $881,000 | -6.4% | 13,328 | -0.5% | 0.42% | -0.7% |
| Q2 2022 | $941,000 | -8.7% | 13,396 | +0.7% | 0.42% | -2.1% |
| Q1 2022 | $1,031,000 | -6.0% | 13,297 | -1.9% | 0.43% | +8.4% |
| Q4 2021 | $1,097,000 | +8.9% | 13,555 | -1.1% | 0.39% | -7.7% |
| Q3 2021 | $1,007,000 | -1.9% | 13,707 | -1.6% | 0.43% | -21.7% |
| Q2 2021 | $1,026,000 | +0.6% | 13,933 | -5.5% | 0.54% | +12.6% |
| Q1 2021 | $1,020,000 | -28.1% | 14,737 | -29.5% | 0.48% | -34.2% |
| Q4 2020 | $1,418,000 | +7.3% | 20,893 | +0.8% | 0.74% | -1.5% |
| Q3 2020 | $1,321,000 | +5.0% | 20,730 | -0.1% | 0.75% | -0.9% |
| Q2 2020 | $1,258,000 | +19.8% | 20,745 | +6.7% | 0.75% | +2.4% |
| Q1 2020 | $1,050,000 | +12.5% | 19,435 | +36.6% | 0.74% | +18.3% |
| Q4 2019 | $933,000 | – | 14,224 | – | 0.62% | – |
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% |