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 | $783,364 | -7.1% | 10,822 | -4.5% | 0.81% | -2.1% |
| Q2 2023 | $843,000 | +2.6% | 11,336 | +0.4% | 0.82% | -2.4% |
| Q1 2023 | $822,000 | -3.6% | 11,294 | -4.5% | 0.84% | -13.9% |
| Q4 2022 | $853,000 | +9.6% | 11,828 | +0.5% | 0.98% | -16.2% |
| Q3 2022 | $778,000 | -17.9% | 11,767 | -12.8% | 1.17% | -17.2% |
| Q2 2022 | $948,000 | -71.9% | 13,502 | -67.6% | 1.41% | -65.6% |
| Q4 2021 | $3,373,000 | -5.3% | 41,695 | -13.9% | 4.11% | +188.9% |
| Q2 2021 | $3,563,000 | +16.3% | 48,407 | +9.3% | 1.42% | -11.6% |
| Q1 2021 | $3,064,000 | +10.2% | 44,277 | +8.1% | 1.61% | -2.1% |
| Q4 2020 | $2,781,000 | +31.3% | 40,973 | +23.3% | 1.64% | +5.7% |
| Q3 2020 | $2,118,000 | +13.2% | 33,238 | +7.7% | 1.55% | -9.0% |
| Q2 2020 | $1,871,000 | +22.6% | 30,856 | +9.2% | 1.71% | -0.1% |
| Q1 2020 | $1,526,000 | +31.9% | 28,256 | +60.3% | 1.71% | +74.9% |
| Q4 2019 | $1,157,000 | – | 17,630 | – | 0.98% | – |
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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% |