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 | $4,561,068 | -40.9% | 63,016 | -39.3% | 2.66% | -38.7% |
| Q2 2023 | $7,717,281 | +8.3% | 103,825 | +6.0% | 4.34% | +3.6% |
| Q1 2023 | $7,125,477 | +24.4% | 97,958 | +23.3% | 4.19% | +14.8% |
| Q4 2022 | $5,727,211 | +5.6% | 79,434 | -3.1% | 3.65% | -2.4% |
| Q3 2022 | $5,421,000 | +105.0% | 82,007 | +117.7% | 3.74% | +113.4% |
| Q2 2022 | $2,645,000 | +3.4% | 37,672 | +14.3% | 1.75% | +17.7% |
| Q1 2022 | $2,557,000 | +7.8% | 32,970 | +12.4% | 1.49% | +10.1% |
| Q4 2021 | $2,373,000 | +391.3% | 29,334 | +347.4% | 1.35% | +355.2% |
| Q2 2021 | $483,000 | -70.1% | 6,556 | -71.9% | 0.30% | -72.0% |
| Q1 2021 | $1,615,000 | -51.9% | 23,338 | -52.8% | 1.06% | -53.9% |
| Q4 2020 | $3,356,000 | +8.8% | 49,447 | +2.2% | 2.30% | -1.9% |
| Q3 2020 | $3,084,000 | +7.5% | 48,385 | +2.2% | 2.34% | +1.1% |
| Q2 2020 | $2,870,000 | – | 47,343 | – | 2.32% | – |
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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% |