ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 33 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,027,813 | -18.2% | 28,016 | -16.0% | 1.54% | -16.7% |
| Q2 2023 | $2,478,400 | +20.3% | 33,343 | +17.8% | 1.85% | +14.9% |
| Q1 2023 | $2,059,500 | -72.7% | 28,313 | -73.0% | 1.61% | -75.5% |
| Q4 2022 | $7,557,387 | +378.3% | 104,818 | +338.6% | 6.56% | +390.2% |
| Q3 2022 | $1,580,000 | +212.3% | 23,899 | +266.0% | 1.34% | +249.3% |
| Q1 2022 | $506,000 | -13.9% | 6,530 | -10.2% | 0.38% | -13.7% |
| Q4 2021 | $588,000 | -74.3% | 7,274 | -78.4% | 0.44% | -79.5% |
| Q4 2020 | $2,289,000 | – | 33,728 | – | 2.16% | – |
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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% |