ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,120 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.40 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,053,107 | -32.2% | 14,168 | -33.7% | 0.69% | -36.0% |
| Q1 2023 | $1,553,945 | -14.5% | 21,363 | -4.9% | 1.07% | -10.9% |
| Q4 2022 | $1,817,661 | -65.7% | 22,468 | -72.0% | 1.20% | -67.6% |
| Q3 2022 | $5,306,000 | +188.4% | 80,272 | +252.9% | 3.72% | +209.2% |
| Q2 2022 | $1,840,000 | +23.2% | 22,744 | +18.1% | 1.20% | +26.6% |
| Q1 2022 | $1,494,000 | -18.9% | 19,257 | -15.4% | 0.95% | -18.9% |
| Q4 2021 | $1,842,000 | – | 22,769 | – | 1.17% | – |
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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% |