ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,042 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.09 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $27,824,110 | -2.6% | 384,417 | -0.0% | 10.91% | +1.0% |
| Q2 2023 | $28,576,697 | +2.5% | 384,457 | +0.3% | 10.80% | -2.4% |
| Q1 2023 | $27,872,727 | +1.3% | 383,183 | +0.4% | 11.06% | -4.3% |
| Q4 2022 | $27,521,189 | +10.0% | 381,709 | +0.8% | 11.55% | +3.1% |
| Q3 2022 | $25,022,000 | -5.9% | 378,540 | 0.0% | 11.20% | -2.7% |
| Q2 2022 | $26,577,000 | -9.2% | 378,540 | +0.3% | 11.51% | -0.1% |
| Q1 2022 | $29,279,000 | -3.8% | 377,458 | +0.3% | 11.53% | -2.8% |
| Q4 2021 | $30,446,000 | +7.5% | 376,343 | -2.4% | 11.86% | +5.0% |
| Q3 2021 | $28,335,000 | -0.2% | 385,508 | -0.1% | 11.30% | +5.3% |
| Q2 2021 | $28,404,000 | +7.0% | 385,867 | +0.6% | 10.73% | +1.8% |
| Q1 2021 | $26,545,000 | -0.7% | 383,657 | -2.6% | 10.54% | -2.8% |
| Q4 2020 | $26,736,000 | -23.0% | 393,877 | -27.7% | 10.84% | -20.3% |
| Q3 2020 | $34,738,000 | -0.4% | 545,081 | -5.2% | 13.60% | -14.1% |
| Q2 2020 | $34,878,000 | +13.4% | 575,254 | +1.0% | 15.84% | -0.4% |
| Q1 2020 | $30,755,000 | -17.5% | 569,437 | +0.2% | 15.91% | -6.0% |
| Q4 2019 | $37,279,000 | – | 568,275 | – | 16.92% | – |
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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% |