ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 463 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 3.08 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $38,000 | +40.7% | 490 | +11.4% | 0.02% | +14.3% |
| Q2 2020 | $27,000 | +12.5% | 440 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $24,000 | -17.2% | 440 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $29,000 | +3.6% | 440 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $28,000 | +3.7% | 440 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $27,000 | +3.8% | 440 | 0.0% | 0.01% | +7.7% |
| Q1 2019 | $26,000 | +13.0% | 440 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $23,000 | -8.0% | 440 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $25,000 | +8.7% | 440 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $23,000 | 0.0% | 440 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $23,000 | 0.0% | 440 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $23,000 | – | 440 | – | 0.01% | – |
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% |