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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $465,407 | +7.8% | 5,964 | 0.0% | 0.27% | -7.8% |
| Q3 2023 | $431,708 | -2.6% | 5,964 | 0.0% | 0.29% | +8.9% |
| Q2 2023 | $443,339 | +5.7% | 5,964 | +3.5% | 0.27% | -1.8% |
| Q1 2023 | $419,307 | +0.9% | 5,764 | 0.0% | 0.27% | -6.8% |
| Q4 2022 | $415,618 | +17.4% | 5,764 | +7.8% | 0.29% | +8.9% |
| Q3 2022 | $354,000 | +0.9% | 5,349 | +7.1% | 0.27% | +9.3% |
| Q2 2022 | $351,000 | -9.3% | 4,994 | 0.0% | 0.25% | +2.1% |
| Q1 2022 | $387,000 | -4.2% | 4,994 | 0.0% | 0.24% | -3.6% |
| Q4 2021 | $404,000 | – | 4,994 | – | 0.25% | – |
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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% |