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 | $6,008 | -72.2% | 83 | -71.5% | 0.00% | -66.7% |
| Q2 2023 | $21,630 | +213.0% | 291 | +206.3% | 0.01% | +200.0% |
| Q1 2023 | $6,910 | +132.4% | 95 | +131.7% | 0.00% | +100.0% |
| Q4 2022 | $2,973 | -24.1% | 41 | -25.5% | 0.00% | 0.0% |
| Q3 2022 | $3,915 | -43.7% | 55 | -44.4% | 0.00% | -50.0% |
| Q2 2022 | $6,951 | -42.6% | 99 | -36.5% | 0.00% | -50.0% |
| Q1 2022 | $12,101 | +104.7% | 156 | +113.7% | 0.00% | +100.0% |
| Q4 2021 | $5,913 | +4.5% | 73 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $5,661 | +5.3% | 73 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $5,374 | -67.2% | 73 | -69.2% | 0.00% | -77.8% |
| Q1 2021 | $16,398 | -61.8% | 237 | -62.6% | 0.01% | -65.4% |
| Q4 2020 | $42,968 | – | 633 | – | 0.03% | – |
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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% |