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 | $1,320,358 | -11.4% | 18,242 | -9.0% | 0.81% | -7.5% |
| Q2 2023 | $1,489,433 | +40.6% | 20,038 | +37.6% | 0.88% | +24.1% |
| Q1 2023 | $1,059,163 | -18.3% | 14,561 | -19.0% | 0.70% | -33.4% |
| Q4 2022 | $1,296,429 | +2.8% | 17,981 | -5.8% | 1.06% | -35.7% |
| Q3 2022 | $1,261,000 | +21.1% | 19,084 | +28.7% | 1.65% | +20.5% |
| Q2 2022 | $1,041,000 | -5.4% | 14,829 | +4.6% | 1.37% | +8.6% |
| Q1 2022 | $1,100,000 | +12.4% | 14,176 | +17.2% | 1.26% | +13.6% |
| Q4 2021 | $979,000 | – | 12,099 | – | 1.11% | – |
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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% |