ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,120 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.40 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $251,753 | -0.5% | 3,461 | -1.4% | 0.17% | -5.6% |
| Q4 2022 | $253,143 | +8.6% | 3,511 | -0.6% | 0.18% | +8.5% |
| Q3 2022 | $233,000 | -6.8% | 3,531 | -0.8% | 0.16% | -0.6% |
| Q2 2022 | $250,000 | -14.7% | 3,561 | -5.8% | 0.16% | +2.5% |
| Q1 2022 | $293,000 | -6.7% | 3,781 | -2.6% | 0.16% | -4.2% |
| Q4 2021 | $314,000 | +10.2% | 3,881 | 0.0% | 0.17% | +2.4% |
| Q3 2021 | $285,000 | +4.0% | 3,881 | -9.8% | 0.16% | -28.4% |
| Q3 2020 | $274,000 | +5.8% | 4,305 | +0.7% | 0.23% | -2.1% |
| Q2 2020 | $259,000 | +14.1% | 4,275 | +23.4% | 0.23% | +17.0% |
| Q4 2019 | $227,000 | +2.3% | 3,465 | 0.0% | 0.20% | -4.3% |
| Q3 2019 | $222,000 | +4.2% | 3,465 | +0.3% | 0.21% | +2.5% |
| Q2 2019 | $213,000 | +3.9% | 3,456 | -6.3% | 0.20% | -3.3% |
| Q2 2018 | $205,000 | – | 3,690 | – | 0.21% | – |
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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% |