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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,839,462 | +4.2% | 24,747 | +2.0% | 0.39% | +17.3% |
| Q1 2023 | $1,765,049 | +23.7% | 24,265 | +22.8% | 0.34% | +15.5% |
| Q4 2022 | $1,426,897 | -55.8% | 19,765 | -59.6% | 0.29% | -57.7% |
| Q3 2022 | $3,230,000 | +18.8% | 48,866 | +26.1% | 0.68% | +18.3% |
| Q2 2022 | $2,719,000 | +8.9% | 38,740 | +20.4% | 0.58% | +27.5% |
| Q1 2022 | $2,496,000 | +136.6% | 32,178 | +146.7% | 0.45% | +117.2% |
| Q4 2021 | $1,055,000 | – | 13,043 | – | 0.21% | – |
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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% |