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 | $460,916 | -2.4% | 6,368 | +0.3% | 0.01% | +11.1% |
| Q2 2023 | $472,144 | -5.3% | 6,352 | -7.3% | 0.01% | -18.2% |
| Q1 2023 | $498,560 | +8.9% | 6,854 | +7.9% | 0.01% | +10.0% |
| Q4 2022 | $457,979 | +1.5% | 6,352 | -6.9% | 0.01% | -9.1% |
| Q3 2022 | $451,000 | -14.6% | 6,823 | -9.3% | 0.01% | 0.0% |
| Q2 2022 | $528,000 | -12.1% | 7,519 | -2.9% | 0.01% | 0.0% |
| Q1 2022 | $601,000 | -15.7% | 7,744 | -12.1% | 0.01% | -8.3% |
| Q4 2021 | $713,000 | +10.5% | 8,814 | +0.4% | 0.01% | 0.0% |
| Q3 2021 | $645,000 | +28.0% | 8,779 | +28.3% | 0.01% | +33.3% |
| Q2 2021 | $504,000 | -2.3% | 6,844 | -8.1% | 0.01% | -10.0% |
| Q1 2021 | $516,000 | +2.6% | 7,451 | +0.5% | 0.01% | -9.1% |
| Q4 2020 | $503,000 | -66.6% | 7,414 | -68.7% | 0.01% | -71.1% |
| Q3 2020 | $1,508,000 | -7.7% | 23,668 | -12.1% | 0.04% | -9.5% |
| Q2 2020 | $1,633,000 | -22.2% | 26,939 | -30.7% | 0.04% | -34.4% |
| Q1 2020 | $2,099,000 | -43.3% | 38,847 | -31.2% | 0.06% | -30.4% |
| Q4 2019 | $3,703,000 | +20.9% | 56,454 | +18.2% | 0.09% | +10.8% |
| Q3 2019 | $3,063,000 | +9.9% | 47,773 | +5.8% | 0.08% | +9.2% |
| Q2 2019 | $2,787,000 | +104.6% | 45,152 | +94.9% | 0.08% | +111.1% |
| Q1 2019 | $1,362,000 | +39.4% | 23,164 | +24.2% | 0.04% | +16.1% |
| Q4 2018 | $977,000 | -9.3% | 18,653 | -1.2% | 0.03% | +14.8% |
| Q3 2018 | $1,077,000 | +0.7% | 18,879 | -6.2% | 0.03% | -6.9% |
| Q2 2018 | $1,069,000 | -3.1% | 20,126 | -5.2% | 0.03% | +3.6% |
| Q1 2018 | $1,103,000 | +23.4% | 21,241 | +25.3% | 0.03% | +21.7% |
| Q4 2017 | $894,000 | +1.4% | 16,946 | -3.3% | 0.02% | -4.2% |
| Q3 2017 | $882,000 | -15.7% | 17,517 | -18.0% | 0.02% | -17.2% |
| Q2 2017 | $1,046,000 | +367.0% | 21,374 | +355.4% | 0.03% | +383.3% |
| Q1 2017 | $224,000 | -88.3% | 4,693 | -88.8% | 0.01% | -89.3% |
| Q3 2016 | $1,911,000 | -51.0% | 42,062 | -50.2% | 0.06% | -51.7% |
| Q2 2016 | $3,901,000 | +439.6% | 84,427 | +413.0% | 0.12% | +427.3% |
| Q1 2016 | $723,000 | – | 16,458 | – | 0.02% | – |
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% |