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 | $1,203,173 | -2.5% | 16,623 | +0.1% | 0.35% | -1.9% |
| Q2 2023 | $1,234,175 | -28.6% | 16,604 | -30.1% | 0.36% | -37.1% |
| Q1 2023 | $1,727,866 | -1.6% | 23,754 | -2.5% | 0.57% | -19.4% |
| Q4 2022 | $1,756,356 | +9.1% | 24,360 | 0.0% | 0.71% | +9.7% |
| Q3 2022 | $1,610,000 | -5.8% | 24,360 | 0.0% | 0.65% | -3.3% |
| Q2 2022 | $1,710,000 | -9.5% | 24,360 | 0.0% | 0.67% | +8.1% |
| Q1 2022 | $1,890,000 | -4.1% | 24,360 | 0.0% | 0.62% | +6.9% |
| Q4 2021 | $1,971,000 | +10.1% | 24,360 | 0.0% | 0.58% | -3.8% |
| Q3 2021 | $1,790,000 | -2.5% | 24,360 | -0.1% | 0.60% | +2.9% |
| Q2 2021 | $1,835,000 | +4.8% | 24,379 | -3.7% | 0.58% | -5.2% |
| Q1 2021 | $1,751,000 | -3.3% | 25,304 | -5.2% | 0.62% | -9.9% |
| Q4 2020 | $1,811,000 | -61.5% | 26,679 | -63.9% | 0.68% | -66.0% |
| Q3 2020 | $4,710,000 | -28.0% | 73,910 | -31.5% | 2.02% | -36.6% |
| Q2 2020 | $6,543,000 | -6.2% | 107,911 | -16.5% | 3.18% | -36.8% |
| Q1 2020 | $6,977,000 | +228.3% | 129,182 | +298.9% | 5.03% | +294.5% |
| Q4 2019 | $2,125,000 | – | 32,386 | – | 1.28% | – |
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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% |