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 | $3,250,723 | -86.0% | 44,354 | -85.7% | 0.36% | -86.0% |
Q2 2023 | $23,237,571 | +321.1% | 310,787 | +309.6% | 2.56% | +336.1% |
Q1 2023 | $5,518,683 | -35.2% | 75,869 | -35.8% | 0.59% | -41.4% |
Q4 2022 | $8,516,762 | +81.7% | 118,124 | +79.4% | 1.00% | +75.8% |
Q3 2022 | $4,688,000 | +54.4% | 65,854 | +60.1% | 0.57% | +57.0% |
Q2 2022 | $3,036,000 | +1.0% | 41,136 | +6.1% | 0.36% | +3.7% |
Q1 2022 | $3,007,000 | -6.0% | 38,760 | -8.9% | 0.35% | -14.2% |
Q4 2021 | $3,200,000 | – | 42,564 | – | 0.41% | – |
Download |
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% |