ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,120 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.40 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $991,118 | -5.3% | 13,693 | -2.7% | 0.84% | -10.4% |
| Q2 2023 | $1,046,250 | +0.9% | 14,076 | -1.3% | 0.94% | -17.2% |
| Q1 2023 | $1,037,398 | +4.2% | 14,262 | +3.3% | 1.14% | -7.8% |
| Q4 2022 | $995,341 | +9.5% | 13,805 | +0.4% | 1.23% | +2.3% |
| Q3 2022 | $909,000 | -12.9% | 13,745 | -5.9% | 1.20% | -10.5% |
| Q2 2022 | $1,044,000 | -8.1% | 14,605 | -0.2% | 1.35% | -9.1% |
| Q1 2022 | $1,136,000 | -66.3% | 14,640 | -64.8% | 1.48% | -59.2% |
| Q4 2021 | $3,366,000 | – | 41,609 | – | 3.63% | – |
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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% |