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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,145,843 | -5.1% | 70,443 | -3.1% | 3.68% | -3.2% |
| Q2 2023 | $5,422,355 | +2.3% | 72,715 | +0.6% | 3.80% | -5.8% |
| Q1 2023 | $5,299,304 | +2.0% | 72,267 | +1.1% | 4.04% | +1.0% |
| Q4 2022 | $5,195,016 | +13.0% | 71,468 | +2.8% | 4.00% | -0.3% |
| Q3 2022 | $4,596,000 | -8.1% | 69,530 | -1.1% | 4.01% | -1.7% |
| Q2 2022 | $4,999,000 | -15.2% | 70,335 | -10.8% | 4.08% | -11.9% |
| Q1 2022 | $5,895,000 | +0.6% | 78,888 | +0.6% | 4.64% | +4.9% |
| Q4 2021 | $5,857,000 | – | 78,432 | – | 4.42% | – |
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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% |