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 | $28,501,435 | +24.2% | 393,775 | +27.5% | 4.48% | +20.3% |
| Q2 2023 | $22,948,124 | +7.4% | 308,733 | +5.1% | 3.72% | -1.4% |
| Q1 2023 | $21,372,758 | +27.8% | 293,824 | +26.7% | 3.78% | +18.2% |
| Q4 2022 | $16,726,335 | +56.9% | 231,988 | +43.9% | 3.20% | +34.6% |
| Q3 2022 | $10,659,000 | +13.2% | 161,250 | +20.2% | 2.37% | +12.4% |
| Q2 2022 | $9,417,000 | +197.3% | 134,121 | +227.1% | 2.11% | +202.9% |
| Q1 2022 | $3,167,000 | +0.5% | 41,006 | +5.3% | 0.70% | -1.1% |
| Q4 2021 | $3,150,000 | – | 38,935 | – | 0.70% | – |
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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% |