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 | $279,459 | +0.4% | 3,861 | +3.1% | 0.01% | 0.0% |
Q2 2023 | $278,440 | -1.1% | 3,746 | -3.2% | 0.01% | 0.0% |
Q1 2023 | $281,431 | -52.6% | 3,869 | -64.8% | 0.01% | -66.7% |
Q1 2020 | $594,000 | -53.6% | 11,006 | -43.6% | 0.02% | -21.1% |
Q4 2019 | $1,280,000 | +0.2% | 19,519 | -2.0% | 0.02% | +11.8% |
Q3 2019 | $1,277,000 | +1318.9% | 19,924 | +723.0% | 0.02% | +1600.0% |
Q2 2014 | $90,000 | – | 2,421 | – | 0.00% | – |
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% |