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 2020 | $3,731,000 | +5.4% | 58,546 | +0.3% | 2.29% | -1.8% |
Q2 2020 | $3,540,000 | +8.8% | 58,388 | -3.1% | 2.33% | -5.4% |
Q1 2020 | $3,255,000 | -9.8% | 60,263 | +9.5% | 2.47% | +7.1% |
Q4 2019 | $3,609,000 | +5.2% | 55,023 | +2.8% | 2.30% | -8.4% |
Q3 2019 | $3,431,000 | +10.6% | 53,530 | +6.5% | 2.51% | +10.6% |
Q2 2019 | $3,103,000 | +24.0% | 50,270 | +18.1% | 2.27% | +16.1% |
Q1 2019 | $2,503,000 | +12.3% | 42,574 | +0.1% | 1.96% | +7.4% |
Q4 2018 | $2,229,000 | – | 42,547 | – | 1.82% | – |
Download |
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% |