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 | $869,356 | -5.6% | 12,011 | -1.1% | 0.18% | -0.6% |
| Q2 2023 | $921,092 | -0.2% | 12,150 | -4.3% | 0.18% | -7.9% |
| Q1 2023 | $923,143 | +9.2% | 12,691 | +8.3% | 0.19% | +4.4% |
| Q4 2022 | $845,084 | +14.7% | 11,721 | +5.1% | 0.18% | +10.2% |
| Q3 2022 | $737,000 | -18.3% | 11,153 | -13.2% | 0.17% | -16.6% |
| Q2 2022 | $902,000 | -90.9% | 12,854 | -89.9% | 0.20% | -89.6% |
| Q1 2022 | $9,866,000 | +9.8% | 127,184 | +14.6% | 1.92% | +10.9% |
| Q4 2021 | $8,982,000 | +12.6% | 111,023 | +2.3% | 1.73% | +8.1% |
| Q3 2021 | $7,980,000 | -9.7% | 108,569 | -9.6% | 1.60% | -5.3% |
| Q2 2021 | $8,841,000 | +4.2% | 120,108 | -2.1% | 1.69% | -4.5% |
| Q1 2021 | $8,487,000 | +1.0% | 122,661 | -0.9% | 1.77% | +1.0% |
| Q4 2020 | $8,405,000 | – | 123,824 | – | 1.75% | – |
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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% |