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 | $2,529,410 | -3.5% | 34,946 | -0.9% | 0.57% | -2.6% |
| Q2 2023 | $2,621,861 | +4.2% | 35,273 | +2.0% | 0.58% | -1.2% |
| Q1 2023 | $2,515,657 | +37.0% | 34,584 | +35.8% | 0.59% | +28.9% |
| Q4 2022 | $1,836,529 | +31.2% | 25,472 | +20.3% | 0.46% | +5.1% |
| Q3 2022 | $1,400,000 | -10.4% | 21,181 | -4.9% | 0.44% | -9.4% |
| Q2 2022 | $1,563,000 | -18.0% | 22,264 | -5.5% | 0.48% | -8.2% |
| Q4 2021 | $1,907,000 | +9.9% | 23,566 | -0.2% | 0.52% | +1.8% |
| Q3 2021 | $1,736,000 | – | 23,622 | – | 0.51% | – |
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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% |