ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 33 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $17,294,482 | +2.0% | 238,940 | +4.8% | 2.58% | +2.4% |
Q2 2023 | $16,955,074 | -6.3% | 228,105 | -8.3% | 2.52% | -11.1% |
Q1 2023 | $18,092,685 | +4349.3% | 248,731 | +4310.1% | 2.84% | +2709.9% |
Q4 2022 | $406,644 | +9.0% | 5,640 | 0.0% | 0.10% | +6.3% |
Q3 2022 | $373,000 | -9.5% | 5,640 | +0.6% | 0.10% | 0.0% |
Q2 2022 | $412,000 | – | 5,606 | – | 0.10% | – |
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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% |