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 | $576,579 | -8.4% | 7,966 | -6.0% | 0.24% | -5.8% |
| Q2 2023 | $629,724 | +1.6% | 8,472 | -0.6% | 0.26% | -6.5% |
| Q1 2023 | $619,672 | +3.4% | 8,519 | +2.5% | 0.28% | -7.6% |
| Q4 2022 | $599,295 | +17.0% | 8,312 | +7.3% | 0.30% | +6.4% |
| Q3 2022 | $512,000 | +8.7% | 7,745 | +15.5% | 0.28% | -1.0% |
| Q2 2022 | $471,000 | -31.4% | 6,704 | -24.3% | 0.29% | -28.0% |
| Q1 2022 | $687,000 | -9.5% | 8,859 | -5.5% | 0.40% | -13.3% |
| Q4 2021 | $759,000 | +30.4% | 9,377 | +18.4% | 0.46% | +14.8% |
| Q3 2021 | $582,000 | -27.4% | 7,917 | -27.4% | 0.40% | -27.7% |
| Q2 2021 | $802,000 | -1.2% | 10,899 | -7.1% | 0.55% | -22.5% |
| Q1 2021 | $812,000 | +13.4% | 11,737 | +11.3% | 0.71% | +7.7% |
| Q4 2020 | $716,000 | – | 10,545 | – | 0.66% | – |
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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% |