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 | $7,421,548 | -17.1% | 102,536 | -14.9% | 1.07% | -16.9% |
| Q2 2023 | $8,953,301 | +12.0% | 120,453 | +9.6% | 1.29% | +1.3% |
| Q1 2023 | $7,993,058 | +45.3% | 109,885 | +44.0% | 1.28% | +32.4% |
| Q4 2022 | $5,501,463 | +21.5% | 76,303 | +11.4% | 0.96% | +1.5% |
| Q3 2022 | $4,527,000 | +44.0% | 68,485 | +52.9% | 0.95% | +36.5% |
| Q2 2022 | $3,144,000 | +9.5% | 44,777 | +21.0% | 0.70% | +21.5% |
| Q1 2022 | $2,871,000 | -14.7% | 37,012 | -11.0% | 0.57% | -14.5% |
| Q4 2021 | $3,364,000 | +237.4% | 41,584 | +206.7% | 0.67% | +217.5% |
| Q3 2021 | $997,000 | +36.4% | 13,559 | +36.6% | 0.21% | +24.9% |
| Q2 2021 | $731,000 | -41.5% | 9,924 | -45.0% | 0.17% | -48.6% |
| Q1 2021 | $1,249,000 | -46.3% | 18,057 | -47.3% | 0.33% | -51.1% |
| Q4 2020 | $2,325,000 | +46.9% | 34,252 | +37.9% | 0.67% | +13.7% |
| Q3 2020 | $1,583,000 | +44.3% | 24,833 | +37.3% | 0.59% | +24.1% |
| Q2 2020 | $1,097,000 | +296.0% | 18,092 | +252.3% | 0.48% | +185.6% |
| Q1 2020 | $277,000 | -17.8% | 5,135 | 0.0% | 0.17% | -5.1% |
| Q4 2019 | $337,000 | – | 5,135 | – | 0.18% | – |
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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% |