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 | $3,800,240 | +1.5% | 52,504 | +4.2% | 1.00% | +9.5% |
| Q2 2023 | $3,744,745 | +0.6% | 50,380 | -1.5% | 0.91% | -9.4% |
| Q1 2023 | $3,721,160 | -3.1% | 51,157 | -3.9% | 1.00% | -12.7% |
| Q4 2022 | $3,839,686 | +7.9% | 53,255 | -1.0% | 1.15% | +1.1% |
| Q3 2022 | $3,557,000 | -3.2% | 53,812 | +2.8% | 1.14% | +3.0% |
| Q2 2022 | $3,675,000 | -10.0% | 52,339 | -0.6% | 1.10% | +12.9% |
| Q1 2022 | $4,083,000 | -15.5% | 52,632 | -3.4% | 0.98% | -9.5% |
| Q4 2021 | $4,832,000 | +20.4% | 54,497 | -0.2% | 1.08% | +6.9% |
| Q3 2021 | $4,013,000 | -1.4% | 54,603 | -1.2% | 1.01% | -6.7% |
| Q2 2021 | $4,069,000 | +6.5% | 55,282 | +0.2% | 1.08% | -6.2% |
| Q1 2021 | $3,819,000 | +2.7% | 55,196 | +0.8% | 1.15% | -2.8% |
| Q4 2020 | $3,717,000 | +9.3% | 54,755 | +2.6% | 1.18% | -4.4% |
| Q3 2020 | $3,400,000 | +0.8% | 53,360 | -4.1% | 1.24% | -3.3% |
| Q2 2020 | $3,373,000 | +13.1% | 55,639 | +0.8% | 1.28% | -7.4% |
| Q1 2020 | $2,982,000 | -15.7% | 55,216 | +5.1% | 1.38% | +6.2% |
| Q4 2019 | $3,537,000 | – | 52,540 | – | 1.30% | – |
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% |