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 | $229,083 | -2.6% | 3,165 | 0.0% | 0.16% | +0.6% |
| Q2 2023 | $235,254 | +2.2% | 3,165 | 0.0% | 0.15% | -6.7% |
| Q1 2023 | $230,222 | +0.9% | 3,165 | 0.0% | 0.16% | -4.6% |
| Q4 2022 | $228,197 | +9.2% | 3,165 | 0.0% | 0.17% | +3.6% |
| Q3 2022 | $209,000 | -28.4% | 3,165 | -24.0% | 0.17% | -23.7% |
| Q2 2022 | $292,000 | -9.6% | 4,165 | 0.0% | 0.22% | +0.5% |
| Q1 2022 | $323,000 | -4.2% | 4,165 | 0.0% | 0.22% | +6.9% |
| Q4 2021 | $337,000 | +10.1% | 4,165 | 0.0% | 0.20% | -16.4% |
| Q3 2021 | $306,000 | -0.3% | 4,165 | 0.0% | 0.24% | +15.6% |
| Q2 2021 | $307,000 | -0.6% | 4,165 | -6.7% | 0.21% | -9.4% |
| Q1 2021 | $309,000 | -59.1% | 4,465 | -59.8% | 0.23% | -61.3% |
| Q4 2020 | $755,000 | -14.3% | 11,117 | -19.6% | 0.60% | -24.6% |
| Q3 2020 | $881,000 | +1.5% | 13,821 | -3.5% | 0.80% | -7.3% |
| Q2 2020 | $868,000 | -11.2% | 14,322 | -20.8% | 0.86% | -25.6% |
| Q1 2020 | $977,000 | -29.2% | 18,089 | -14.0% | 1.16% | -14.2% |
| Q4 2019 | $1,380,000 | – | 21,034 | – | 1.35% | – |
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% |