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 | $411,080 | -84.2% | 5,679 | -83.8% | 0.36% | -80.3% |
| Q2 2023 | $2,606,795 | +735.9% | 35,071 | +718.1% | 1.81% | +581.5% |
| Q1 2023 | $311,843 | -22.3% | 4,287 | -23.0% | 0.26% | -20.4% |
| Q4 2022 | $401,545 | +9.4% | 5,569 | +0.2% | 0.33% | -14.6% |
| Q3 2022 | $367,000 | -10.5% | 5,557 | -4.8% | 0.39% | +21.9% |
| Q2 2022 | $410,000 | -40.6% | 5,838 | -44.6% | 0.32% | -30.1% |
| Q3 2021 | $690,000 | -7.0% | 10,541 | +4.6% | 0.46% | +1.6% |
| Q2 2021 | $742,000 | -52.3% | 10,079 | -56.0% | 0.45% | -65.2% |
| Q4 2020 | $1,557,000 | -10.9% | 22,932 | -20.5% | 1.30% | -19.3% |
| Q3 2020 | $1,748,000 | 0.0% | 28,837 | 0.0% | 1.60% | 0.0% |
| Q2 2020 | $1,748,000 | -99.9% | 28,837 | -3.6% | 1.60% | +6.3% |
| Q1 2020 | $1,643,269,000 | -2.5% | 29,910 | +16.4% | 1.51% | +3.1% |
| Q4 2019 | $1,686,081,000 | +328570.8% | 25,686 | +288.5% | 1.46% | +410.1% |
| Q1 1987 | $513,000 | – | 6,611 | – | 0.29% | – |
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% |