ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,098 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.02 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,918 | -25.3% | 192,297 | -23.2% | 0.01% | -25.0% |
| Q2 2023 | $18,622 | +38.2% | 250,532 | +35.2% | 0.01% | +100.0% |
| Q1 2023 | $13,479 | +173.2% | 185,299 | +170.8% | 0.01% | +200.0% |
| Q4 2022 | $4,934 | -99.9% | 68,425 | +3.9% | 0.00% | -60.0% |
| Q3 2022 | $4,352,000 | +62.8% | 65,838 | +72.9% | 0.01% | +150.0% |
| Q2 2022 | $2,673,000 | +11.6% | 38,076 | +17.0% | 0.00% | +100.0% |
| Q2 2021 | $2,395,000 | -89.5% | 32,534 | -90.1% | 0.00% | -91.7% |
| Q1 2021 | $22,808,000 | +260.1% | 329,647 | +233.7% | 0.01% | +200.0% |
| Q3 2019 | $6,333,000 | +223.8% | 98,790 | +211.8% | 0.00% | +300.0% |
| Q2 2019 | $1,956,000 | +184.3% | 31,687 | +170.6% | 0.00% | – |
| Q1 2019 | $688,000 | -10.1% | 11,708 | -19.9% | 0.00% | -100.0% |
| Q4 2018 | $765,000 | +1812.5% | 14,608 | +1960.4% | 0.00% | – |
| Q3 2018 | $40,000 | – | 709 | – | 0.00% | – |
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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% |