ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,113 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.50 and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $420,136 | +0.5% | 5,004 | 0.0% | 0.01% | -8.3% |
Q1 2024 | $418,234 | +7.1% | 5,004 | 0.0% | 0.01% | 0.0% |
Q4 2023 | $390,462 | +7.8% | 5,004 | 0.0% | 0.01% | -7.7% |
Q3 2023 | $362,190 | -2.6% | 5,004 | 0.0% | 0.01% | 0.0% |
Q2 2023 | $371,947 | +2.2% | 5,004 | 0.0% | 0.01% | -13.3% |
Q1 2023 | $363,991 | +0.9% | 5,004 | 0.0% | 0.02% | -60.5% |
Q4 2022 | $360,788 | +9.0% | 5,004 | 0.0% | 0.04% | +137.5% |
Q3 2022 | $331,000 | -5.7% | 5,004 | 0.0% | 0.02% | 0.0% |
Q2 2022 | $351,000 | -9.5% | 5,004 | 0.0% | 0.02% | +14.3% |
Q1 2022 | $388,000 | -4.2% | 5,004 | 0.0% | 0.01% | 0.0% |
Q4 2021 | $405,000 | +10.1% | 5,004 | 0.0% | 0.01% | 0.0% |
Q3 2021 | $368,000 | 0.0% | 5,004 | 0.0% | 0.01% | 0.0% |
Q2 2021 | $368,000 | +6.4% | 5,004 | 0.0% | 0.01% | +16.7% |
Q1 2021 | $346,000 | +1.8% | 5,004 | 0.0% | 0.01% | -20.0% |
Q4 2020 | $340,000 | +6.6% | 5,004 | 0.0% | 0.02% | +15.4% |
Q3 2020 | $319,000 | +5.3% | 5,004 | 0.0% | 0.01% | -23.5% |
Q2 2020 | $303,000 | +12.2% | 5,004 | 0.0% | 0.02% | -15.0% |
Q1 2020 | $270,000 | -17.7% | 5,004 | 0.0% | 0.02% | +11.1% |
Q4 2019 | $328,000 | +2.2% | 5,004 | 0.0% | 0.02% | -5.3% |
Q3 2019 | $321,000 | +3.9% | 5,004 | 0.0% | 0.02% | +5.6% |
Q2 2019 | $309,000 | -93.8% | 5,004 | +1602.0% | 0.02% | -10.0% |
Q1 2019 | $5,004,000 | +1809.9% | 294 | -94.1% | 0.02% | +11.1% |
Q4 2018 | $262,000 | -8.1% | 5,004 | 0.0% | 0.02% | +12.5% |
Q3 2018 | $285,000 | +7.1% | 5,004 | 0.0% | 0.02% | -5.9% |
Q2 2018 | $266,000 | +2.3% | 5,004 | 0.0% | 0.02% | 0.0% |
Q1 2018 | $260,000 | -1.5% | 5,004 | 0.0% | 0.02% | 0.0% |
Q4 2017 | $264,000 | +4.8% | 5,004 | 0.0% | 0.02% | 0.0% |
Q3 2017 | $252,000 | +2.9% | 5,004 | 0.0% | 0.02% | 0.0% |
Q2 2017 | $245,000 | – | 5,004 | – | 0.02% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Financial Advisors, LLC | 1,092,633 | $91,737,429 | 18.76% |
GRAYHAWK INVESTMENT STRATEGIES INC. | 42,164 | $3,540,089 | 16.12% |
Cassia Capital Partners, LLC | 238,264 | $20,004,682 | 13.19% |
Sovereign Investment Advisors, LLC | 323,837 | $25,269,037 | 9.42% |
Lowe Wealth Advisors, LLC | 231,723 | $19,455,503 | 8.86% |
Teilinger Capital Ltd. | 241,000 | $20,234,360 | 8.82% |
IRONWOOD WEALTH MANAGEMENT, INC. | 201,331 | $17,117,162 | 8.66% |
Halpern Financial, Inc. | 374,389 | $31,433,719 | 8.64% |
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | 72,630 | $6,098,025 | 8.30% |
Adaptive Financial Consulting, LLC | 226,332 | $19,002,822 | 8.24% |