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 | $8,440 | -27.5% | 116,613 | -25.6% | 1.34% | -9.5% |
| Q2 2023 | $11,643 | +2.5% | 156,634 | +0.3% | 1.49% | -28.0% |
| Q1 2023 | $11,355 | +44.0% | 156,103 | +42.7% | 2.06% | +15.4% |
| Q4 2022 | $7,886 | -99.9% | 109,381 | -98.5% | 1.79% | +3.5% |
| Q3 2022 | $7,515,000 | +9.3% | 7,515,200 | +7576.7% | 1.73% | +64.3% |
| Q2 2022 | $6,873,000 | +6445.7% | 97,896 | -98.8% | 1.05% | +130.2% |
| Q1 2022 | $105,000 | -98.7% | 8,144,806 | +7718.9% | 0.46% | -57.0% |
| Q4 2021 | $7,918,000 | +142.9% | 104,168 | +134.7% | 1.06% | +137.8% |
| Q3 2021 | $3,260,000 | -60.2% | 44,390 | -63.2% | 0.45% | -65.7% |
| Q4 2020 | $8,189,000 | – | 120,640 | – | 1.30% | – |
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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% |