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 | $311,137 | -30.9% | 4,299 | -29.0% | 0.24% | -28.4% |
| Q2 2023 | $450,043 | -46.5% | 6,055 | -47.6% | 0.33% | -51.8% |
| Q1 2023 | $840,661 | -43.9% | 11,557 | -44.3% | 0.68% | -52.1% |
| Q4 2022 | $1,497,246 | -47.8% | 20,766 | -52.2% | 1.42% | -52.8% |
| Q3 2022 | $2,870,000 | -12.8% | 43,417 | -7.4% | 3.01% | -3.7% |
| Q2 2022 | $3,290,000 | -10.9% | 46,865 | -1.6% | 3.12% | +3.2% |
| Q1 2022 | $3,694,000 | -8.2% | 47,622 | -4.3% | 3.03% | +1.6% |
| Q4 2021 | $4,024,000 | – | 49,737 | – | 2.98% | – |
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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% |