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 | $262,182 | -3.0% | 3,622 | -0.4% | 0.06% | 0.0% |
| Q2 2023 | $270,361 | +5.6% | 3,637 | +3.3% | 0.06% | 0.0% |
| Q1 2023 | $256,043 | -2.9% | 3,520 | -3.6% | 0.06% | -34.8% |
| Q4 2022 | $263,595 | -1.6% | 3,652 | -9.9% | 0.09% | -12.4% |
| Q3 2022 | $268,000 | -10.4% | 4,055 | +0.1% | 0.10% | +4.0% |
| Q2 2022 | $299,000 | -12.6% | 4,049 | -8.2% | 0.10% | -1.0% |
| Q1 2022 | $342,000 | -0.3% | 4,412 | +4.0% | 0.10% | +1.0% |
| Q4 2021 | $343,000 | +3.6% | 4,242 | +0.1% | 0.10% | +2.0% |
| Q3 2021 | $331,000 | -12.9% | 4,237 | -15.3% | 0.10% | -16.8% |
| Q2 2021 | $380,000 | +1.9% | 5,001 | -3.6% | 0.12% | +0.8% |
| Q1 2021 | $373,000 | +0.8% | 5,186 | -4.9% | 0.12% | -15.7% |
| Q4 2020 | $370,000 | – | 5,452 | – | 0.14% | – |
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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% |