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 | $1,151,024 | -5.3% | 15,903 | -2.7% | 1.15% | +0.1% |
| Q2 2023 | $1,215,408 | -1.8% | 16,352 | -3.9% | 1.15% | -5.1% |
| Q1 2023 | $1,237,589 | +8.1% | 17,014 | +7.1% | 1.21% | +13.4% |
| Q4 2022 | $1,145,144 | +3.9% | 15,883 | -4.7% | 1.07% | -2.6% |
| Q3 2022 | $1,102,000 | -3.8% | 16,675 | +2.3% | 1.10% | +3.3% |
| Q2 2022 | $1,145,000 | -18.9% | 16,305 | -10.4% | 1.06% | -2.7% |
| Q1 2022 | $1,412,000 | -12.9% | 18,206 | -9.1% | 1.09% | -9.1% |
| Q4 2021 | $1,621,000 | +6.1% | 20,034 | -3.6% | 1.20% | -6.7% |
| Q3 2021 | $1,528,000 | -0.8% | 20,787 | -0.7% | 1.29% | -3.2% |
| Q2 2021 | $1,541,000 | +7.8% | 20,935 | +1.4% | 1.33% | -3.0% |
| Q1 2021 | $1,429,000 | +3.6% | 20,652 | +1.6% | 1.37% | -0.4% |
| Q4 2020 | $1,380,000 | – | 20,326 | – | 1.38% | – |
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% |