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 | $7,424,632 | +12.0% | 102,579 | +15.0% | 5.60% | +21.1% |
| Q2 2023 | $6,631,132 | +4.7% | 89,212 | +2.5% | 4.63% | +1.9% |
| Q1 2023 | $6,332,345 | +5.3% | 87,054 | +4.4% | 4.54% | -0.8% |
| Q4 2022 | $6,013,468 | +1.9% | 83,405 | -6.6% | 4.58% | -30.8% |
| Q3 2022 | $5,901,000 | -6.9% | 89,271 | -1.1% | 6.62% | -1.8% |
| Q2 2022 | $6,338,000 | -3.2% | 90,268 | +7.0% | 6.74% | +9.5% |
| Q1 2022 | $6,545,000 | +1.4% | 84,376 | +5.7% | 6.15% | +11.9% |
| Q4 2021 | $6,456,000 | +12.2% | 79,789 | +1.9% | 5.50% | +4.5% |
| Q3 2021 | $5,753,000 | +4.4% | 78,274 | +4.6% | 5.26% | +4.9% |
| Q2 2021 | $5,510,000 | +10.2% | 74,860 | +3.6% | 5.02% | +1.0% |
| Q1 2021 | $5,000,000 | +7.7% | 72,258 | +5.7% | 4.96% | +32.6% |
| Q4 2020 | $4,642,000 | – | 68,387 | – | 3.74% | – |
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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% |