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 | $4,130,643 | -24.1% | 57,068 | -22.1% | 3.29% | -20.2% |
| Q2 2023 | $5,442,300 | -40.7% | 73,218 | -42.0% | 4.12% | -38.8% |
| Q1 2023 | $9,184,074 | -5.5% | 126,259 | -6.3% | 6.74% | -10.5% |
| Q4 2022 | $9,713,671 | +8.9% | 134,725 | -0.2% | 7.53% | -6.9% |
| Q3 2022 | $8,921,000 | -9.4% | 134,968 | -3.8% | 8.08% | -5.9% |
| Q2 2022 | $9,846,000 | -23.2% | 140,230 | -15.2% | 8.60% | -12.9% |
| Q1 2022 | $12,822,000 | -2.9% | 165,298 | +1.4% | 9.87% | -2.9% |
| Q4 2021 | $13,200,000 | – | 163,057 | – | 10.17% | – |
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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% |