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 | $5,577,321 | -5.4% | 77,056 | -2.9% | 4.91% | +0.6% |
| Q2 2023 | $5,897,354 | +0.9% | 79,340 | -1.3% | 4.88% | -6.5% |
| Q1 2023 | $5,847,408 | -3.2% | 80,388 | -4.0% | 5.22% | -7.5% |
| Q4 2022 | $6,039,828 | +9.0% | 83,770 | -0.1% | 5.65% | -1.3% |
| Q3 2022 | $5,541,000 | -6.3% | 83,820 | -0.5% | 5.72% | -0.3% |
| Q2 2022 | $5,912,000 | -15.3% | 84,209 | -6.4% | 5.74% | +0.3% |
| Q1 2022 | $6,976,000 | -13.6% | 89,936 | -9.8% | 5.72% | -3.0% |
| Q4 2021 | $8,070,000 | -3.1% | 99,749 | -12.0% | 5.90% | -11.4% |
| Q3 2021 | $8,331,000 | -99.9% | 113,341 | -11.9% | 6.66% | -9.3% |
| Q2 2021 | $9,644,322,000 | -4.2% | 128,659 | -9.8% | 7.34% | -12.7% |
| Q1 2021 | $10,064,389,000 | -18.0% | 142,676 | -22.5% | 8.41% | -26.3% |
| Q4 2020 | $12,279,719,000 | – | 184,187 | – | 11.41% | – |
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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% |