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%.
| 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% |
| Running Point Capital Advisors, LLC | 213,754 | $15,471,540 | 8.97% |
| Legacy Financial Advisors, Inc. | 611,205 | $44,239,001 | 8.85% |
| IRONWOOD WEALTH MANAGEMENT, INC. | 200,989 | $14,424,981 | 8.61% |
| Millburn Ridgefield Corp | 3,582,132 | $259,274,714 | 8.41% |
| SYKON CAPITAL LLC | 239,210 | $17,314,020 | 7.42% |
| AGILIS PARTNERS LLC | 283,867 | $20,546 | 7.40% |
| Catalyst Capital Advisors LLC | 3,582,132 | $259,274,714 | 7.24% |
| KilterHowling LLC | 113,505 | $8,215,477 | 7.23% |
| Glovista Investments LLC | 166,224 | $12,033,903 | 7.14% |
| Trinity Wealth Management, LLC | 155,450 | $11,251,495 | 6.98% |
External links
This page lists ISHARES TR's shareholders in Q3 2023. To view ISHARES TR's shareholder history, click here.