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 | $2,444,713 | +1.2% | 33,776 | +3.9% | 0.45% | +4.7% |
| Q2 2023 | $2,415,193 | +2.8% | 32,493 | +0.6% | 0.43% | -16.4% |
| Q1 2023 | $2,350,269 | -4.7% | 32,311 | -5.5% | 0.51% | -3.9% |
| Q4 2022 | $2,466,358 | +19.1% | 34,207 | +9.2% | 0.53% | -7.6% |
| Q3 2022 | $2,070,000 | -0.2% | 31,320 | +6.0% | 0.58% | +2.3% |
| Q2 2022 | $2,074,000 | -18.7% | 29,541 | -10.2% | 0.56% | -14.3% |
| Q1 2022 | $2,552,000 | +26.5% | 32,891 | +31.9% | 0.66% | -36.8% |
| Q4 2021 | $2,017,000 | +14.2% | 24,938 | +3.8% | 1.04% | +4.0% |
| Q3 2021 | $1,766,000 | -4.8% | 24,021 | -1.6% | 1.00% | -8.7% |
| Q2 2021 | $1,856,000 | +16.7% | 24,407 | +6.1% | 1.09% | +5.9% |
| Q1 2021 | $1,591,000 | +11.4% | 23,000 | +9.4% | 1.03% | +3.0% |
| Q4 2020 | $1,428,000 | – | 21,033 | – | 1.00% | – |
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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% |