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 | $557,734 | -2.1% | 7,706 | +0.5% | 0.25% | -9.3% |
| Q2 2023 | $569,644 | +0.9% | 7,664 | -1.3% | 0.28% | -4.1% |
| Q1 2023 | $564,763 | +0.8% | 7,764 | -0.1% | 0.29% | -1.0% |
| Q4 2022 | $560,276 | +9.6% | 7,771 | +0.5% | 0.30% | +5.0% |
| Q3 2022 | $511,000 | -5.4% | 7,734 | +0.5% | 0.28% | +4.5% |
| Q2 2022 | $540,000 | -8.8% | 7,696 | +0.9% | 0.27% | +10.2% |
| Q1 2022 | $592,000 | -3.7% | 7,630 | +0.3% | 0.24% | -10.3% |
| Q4 2021 | $615,000 | -12.0% | 7,604 | -20.1% | 0.27% | -27.5% |
| Q3 2021 | $699,000 | – | 9,514 | – | 0.38% | – |
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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% |