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 | $1,319,457 | -6.6% | 18,230 | -4.1% | 0.24% | -4.4% |
| Q2 2023 | $1,412,985 | +4.9% | 19,010 | +2.7% | 0.25% | -0.4% |
| Q1 2023 | $1,346,785 | -9.8% | 18,516 | -10.6% | 0.25% | -58.8% |
| Q4 2022 | $1,493,424 | +7.2% | 20,712 | -1.7% | 0.61% | -4.0% |
| Q3 2022 | $1,393,000 | +9.1% | 21,072 | +15.7% | 0.63% | +26.7% |
| Q2 2022 | $1,277,000 | -12.6% | 18,212 | -3.4% | 0.50% | +8.0% |
| Q1 2022 | $1,461,000 | +1.2% | 18,846 | +5.5% | 0.46% | +2.4% |
| Q4 2021 | $1,444,000 | +9.9% | 17,864 | -0.2% | 0.45% | -3.0% |
| Q3 2021 | $1,314,000 | +14.3% | 17,904 | +14.6% | 0.46% | +11.0% |
| Q2 2021 | $1,150,000 | +39.9% | 15,624 | +31.5% | 0.42% | +29.3% |
| Q1 2021 | $822,000 | -4.8% | 11,882 | -6.6% | 0.32% | -12.2% |
| Q4 2020 | $863,000 | -70.0% | 12,718 | -71.8% | 0.37% | -74.4% |
| Q3 2020 | $2,872,000 | +0.5% | 45,063 | -4.4% | 1.44% | -25.6% |
| Q2 2020 | $2,859,000 | +16.1% | 47,156 | +3.4% | 1.94% | -11.6% |
| Q1 2020 | $2,463,000 | -13.5% | 45,607 | +5.1% | 2.19% | -2.5% |
| Q4 2019 | $2,846,000 | – | 43,377 | – | 2.24% | – |
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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% |