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 | $2,204,740 | -11.4% | 30,461 | -9.0% | 1.36% | -16.9% |
| Q2 2023 | $2,487,797 | -3.4% | 33,470 | -5.5% | 1.64% | -1.0% |
| Q1 2023 | $2,575,264 | -9.3% | 35,404 | -10.1% | 1.66% | -8.1% |
| Q4 2022 | $2,839,270 | +9.1% | 39,380 | +0.0% | 1.81% | -0.4% |
| Q3 2022 | $2,603,000 | -5.8% | 39,374 | +0.0% | 1.82% | -10.4% |
| Q2 2022 | $2,764,000 | -14.1% | 39,361 | -5.1% | 2.03% | -2.1% |
| Q1 2022 | $3,216,000 | -4.7% | 41,458 | -0.6% | 2.07% | -16.5% |
| Q4 2021 | $3,375,000 | +3.5% | 41,717 | -6.0% | 2.48% | -1.5% |
| Q3 2021 | $3,262,000 | -33.0% | 44,386 | -32.0% | 2.52% | -31.8% |
| Q2 2021 | $4,866,000 | -2.1% | 65,306 | -5.7% | 3.69% | -6.0% |
| Q1 2021 | $4,969,000 | -81.6% | 69,269 | -82.6% | 3.93% | -83.9% |
| Q4 2020 | $26,987,000 | – | 397,566 | – | 24.46% | – |
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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% |