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 | $786,192 | -2.7% | 10,862 | -0.0% | 0.38% | +0.5% |
| Q2 2023 | $807,744 | +6.2% | 10,867 | +4.0% | 0.38% | -6.2% |
| Q1 2023 | $760,424 | +8.9% | 10,454 | +7.9% | 0.41% | -1.7% |
| Q4 2022 | $698,577 | +9.0% | 9,689 | -0.0% | 0.41% | +0.7% |
| Q3 2022 | $641,000 | -5.9% | 9,692 | -0.1% | 0.41% | -2.1% |
| Q2 2022 | $681,000 | -10.0% | 9,698 | -0.6% | 0.42% | 0.0% |
| Q1 2022 | $757,000 | -5.5% | 9,756 | -1.4% | 0.42% | -0.5% |
| Q4 2021 | $801,000 | +12.8% | 9,898 | +2.5% | 0.42% | +4.5% |
| Q3 2021 | $710,000 | +1.3% | 9,661 | +1.4% | 0.40% | -1.2% |
| Q2 2021 | $701,000 | +3.2% | 9,523 | -3.0% | 0.41% | -4.9% |
| Q1 2021 | $679,000 | +1.5% | 9,817 | -0.4% | 0.43% | -4.9% |
| Q4 2020 | $669,000 | – | 9,854 | – | 0.45% | – |
Download | ||||||
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% |