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 | $1,342,721 | -2.6% | 18,551 | +0.0% | 0.71% | -3.2% |
| Q2 2023 | $1,379,228 | -2.1% | 18,543 | -4.2% | 0.73% | -8.4% |
| Q1 2023 | $1,408,683 | -8.0% | 19,366 | -7.0% | 0.80% | -13.9% |
| Q4 2022 | $1,531,788 | +1.8% | 20,818 | -7.0% | 0.92% | -6.8% |
| Q3 2022 | $1,504,000 | -10.8% | 22,394 | -6.4% | 0.99% | -17.3% |
| Q2 2022 | $1,687,000 | -7.2% | 23,919 | -4.3% | 1.20% | -5.2% |
| Q1 2022 | $1,818,000 | -3.8% | 24,986 | -1.8% | 1.26% | +4.5% |
| Q4 2021 | $1,889,000 | – | 25,449 | – | 1.21% | – |
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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% |