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 | $5,217,065 | -18.4% | 72,079 | -16.2% | 2.28% | -15.8% |
| Q2 2023 | $6,391,892 | +5.8% | 85,993 | +3.5% | 2.70% | -3.4% |
| Q1 2023 | $6,043,904 | +41.2% | 83,089 | +39.9% | 2.80% | +31.5% |
| Q4 2022 | $4,281,308 | +6.0% | 59,380 | -2.9% | 2.13% | +3.9% |
| Q3 2022 | $4,040,000 | +31.4% | 61,126 | +39.5% | 2.05% | +43.7% |
| Q2 2022 | $3,075,000 | -9.1% | 43,806 | +0.5% | 1.42% | +6.1% |
| Q1 2022 | $3,381,000 | -23.8% | 43,592 | -20.5% | 1.34% | -19.5% |
| Q4 2021 | $4,435,000 | – | 54,831 | – | 1.67% | – |
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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% |