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 | $2,773,619 | -32.6% | 38,320 | -30.7% | 1.70% | -29.6% |
| Q2 2023 | $4,112,771 | -1.8% | 55,331 | -3.9% | 2.42% | -8.6% |
| Q1 2023 | $4,188,792 | +0.1% | 57,586 | -0.8% | 2.64% | -6.5% |
| Q4 2022 | $4,183,612 | +6.9% | 58,025 | -2.0% | 2.83% | +0.9% |
| Q3 2022 | $3,915,000 | -6.5% | 59,234 | -0.6% | 2.80% | -3.4% |
| Q2 2022 | $4,186,000 | -8.5% | 59,564 | +1.0% | 2.90% | +6.9% |
| Q1 2022 | $4,574,000 | -6.2% | 58,972 | -2.2% | 2.71% | -9.7% |
| Q4 2021 | $4,876,000 | +1.9% | 60,269 | -7.5% | 3.00% | -13.6% |
| Q3 2021 | $4,787,000 | -0.5% | 65,127 | -0.3% | 3.48% | -1.4% |
| Q2 2021 | $4,811,000 | +4.2% | 65,354 | -2.1% | 3.53% | -8.7% |
| Q1 2021 | $4,619,000 | -1.6% | 66,757 | -3.5% | 3.86% | -2.1% |
| Q4 2020 | $4,693,000 | – | 69,144 | – | 3.95% | – |
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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% |