ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,098 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.02 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,801,478 | -12.0% | 52,250 | -10.0% | 0.66% | +11.6% |
| Q2 2023 | $4,317,495 | +71.8% | 58,086 | +68.1% | 0.59% | +46.4% |
| Q1 2023 | $2,512,767 | +22.4% | 34,545 | +21.3% | 0.40% | +12.5% |
| Q4 2022 | $2,053,011 | +51.7% | 28,475 | +39.1% | 0.36% | +37.9% |
| Q3 2022 | $1,353,000 | +27.0% | 20,466 | +34.9% | 0.26% | +27.9% |
| Q2 2022 | $1,065,000 | -10.7% | 15,170 | -1.3% | 0.20% | +3.0% |
| Q1 2022 | $1,192,000 | -8.4% | 15,373 | -4.5% | 0.20% | -14.7% |
| Q4 2021 | $1,302,000 | +204.9% | 16,098 | +177.3% | 0.23% | +176.2% |
| Q3 2021 | $427,000 | 0.0% | 5,805 | -4.7% | 0.08% | +35.5% |
| Q2 2021 | $427,000 | -56.0% | 6,090 | -56.6% | 0.06% | -58.9% |
| Q1 2021 | $971,000 | +4.4% | 14,039 | +2.5% | 0.15% | -6.8% |
| Q4 2020 | $930,000 | +79.2% | 13,697 | +68.1% | 0.16% | +51.4% |
| Q3 2020 | $519,000 | +5.3% | 8,146 | +0.0% | 0.11% | -31.4% |
| Q2 2020 | $493,000 | +62.7% | 8,142 | +45.1% | 0.16% | +23.8% |
| Q1 2020 | $303,000 | -17.7% | 5,612 | 0.0% | 0.13% | +7.7% |
| Q4 2019 | $368,000 | – | 5,612 | – | 0.12% | – |
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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% |