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 ↓ |
|---|---|---|---|
| ABSOLUTE CAPITAL MANAGEMENT, LLC | 71,733 | $5,193,461 | 4.98% |
| Flagship Private Wealth, LLC | 77,056 | $5,577,321 | 4.91% |
| WEALTH MANAGEMENT RESOURCES, INC. | 139,700 | $10,109,325 | 4.88% |
| GDS Wealth Management | 393,775 | $28,501,435 | 4.48% |
| Insight Wealth Strategies, LLC | 319,022 | $23,090,797 | 4.46% |
| Garrett Wealth Advisory Group, LLC | 134,618 | $9,743,657 | 4.44% |
| Tacita Capital Inc | 77,273 | $5,593,020 | 4.37% |
| GFG Capital, LLC | 178,831 | $12,943,813 | 4.18% |
| PSI Advisors, LLC | 131,792 | $9,539,117 | 4.13% |
| Fragasso Group Inc. | 540,043 | $39,088,313 | 4.11% |
| Leonard Rickey Investment Advisors P.L.L.C. | 170,452 | $12,337,287 | 4.04% |
| Modus Advisors, LLC | 126,478 | $9,154,506 | 3.99% |
| Hoese & Co LLP | 53,861 | $3,898,421 | 3.99% |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 237,231 | $17,170,810 | 3.89% |
| White Pine Investment CO | 151,766 | $10,985 | 3.86% |
| Altus Wealth Group LLC | 83,891 | $6,072,019 | 3.85% |
| Well Done, LLC | 238,856 | $17,288,433 | 3.83% |
| Shore Point Advisors, LLC | 72,579 | $5,253,235 | 3.80% |
| EdgeRock Capital LLC | 85,905 | $6,251,059 | 3.80% |
| John W. Brooker & Co., CPAs | 81,036 | $5,865,357 | 3.71% |
External links
This page lists ISHARES TR's shareholders in Q3 2023. To view ISHARES TR's shareholder history, click here.