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 | $11,424,676 | -13.6% | 157,843 | -11.3% | 3.23% | -14.0% |
| Q2 2023 | $13,222,341 | +8.4% | 177,887 | +6.1% | 3.75% | +1.2% |
| Q1 2023 | $12,197,989 | +13.9% | 167,693 | +12.9% | 3.71% | +11.6% |
| Q4 2022 | $10,708,797 | +14.5% | 148,527 | +4.9% | 3.32% | +4.2% |
| Q3 2022 | $9,355,000 | +166.2% | 141,531 | +182.8% | 3.19% | +184.6% |
| Q2 2022 | $3,514,000 | -11.8% | 50,044 | -2.6% | 1.12% | -11.3% |
| Q1 2022 | $3,985,000 | -3.3% | 51,374 | +0.9% | 1.26% | -8.1% |
| Q4 2021 | $4,120,000 | – | 50,932 | – | 1.38% | – |
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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% |