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 | $1,581,891 | -17.1% | 21,855 | -14.8% | 1.21% | -14.8% |
| Q2 2023 | $1,907,173 | +4.1% | 25,658 | +3.8% | 1.42% | -0.6% |
| Q1 2023 | $1,831,280 | +44.1% | 24,730 | +40.3% | 1.43% | +33.4% |
| Q4 2022 | $1,270,687 | +13.3% | 17,624 | +3.8% | 1.07% | +2.9% |
| Q3 2022 | $1,122,000 | -6.5% | 16,974 | +4.1% | 1.04% | +7.1% |
| Q2 2022 | $1,200,000 | +12.7% | 16,312 | +18.8% | 0.97% | +20.8% |
| Q1 2022 | $1,065,000 | -8.9% | 13,726 | -5.0% | 0.81% | -7.9% |
| Q4 2021 | $1,169,000 | +61.7% | 14,449 | +38.3% | 0.88% | +30.0% |
| Q1 2021 | $723,000 | -48.6% | 10,449 | -49.6% | 0.67% | -55.7% |
| Q4 2020 | $1,406,000 | – | 20,713 | – | 1.52% | – |
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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% |