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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $4,796,254 | -5.2% | 65,937 | -6.0% | 1.86% | -8.4% |
| Q4 2022 | $5,059,642 | -0.8% | 70,175 | -2.0% | 2.03% | -0.9% |
| Q3 2022 | $5,098,000 | -6.7% | 71,613 | -8.0% | 2.05% | -2.1% |
| Q2 2022 | $5,466,000 | -27.2% | 77,846 | -19.5% | 2.09% | -14.3% |
| Q1 2022 | $7,504,000 | -1.8% | 96,732 | +2.4% | 2.44% | -19.2% |
| Q4 2021 | $7,639,000 | -41.6% | 94,424 | -46.9% | 3.02% | -21.3% |
| Q3 2021 | $13,070,000 | -2.5% | 177,829 | +1.5% | 3.84% | -0.6% |
| Q2 2021 | $13,402,000 | +13.7% | 175,239 | +2.9% | 3.86% | -0.4% |
| Q1 2021 | $11,782,000 | +3.5% | 170,283 | +1.6% | 3.88% | -10.1% |
| Q4 2020 | $11,382,000 | -55.7% | 167,677 | -58.4% | 4.32% | -54.4% |
| Q3 2020 | $25,671,000 | +150.4% | 402,816 | +138.2% | 9.46% | +374.6% |
| Q2 2020 | $10,252,000 | -30.5% | 169,090 | -38.1% | 1.99% | -35.1% |
| Q1 2020 | $14,751,000 | +18.5% | 273,121 | +43.9% | 3.07% | +31.6% |
| Q4 2019 | $12,450,000 | – | 189,780 | – | 2.34% | – |
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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% |