ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 612 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 0.11 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $55,000 | -43.3% | 680 | -52.2% | 0.01% | -52.9% |
| Q4 2020 | $97,000 | -81.7% | 1,424 | -82.9% | 0.02% | -82.8% |
| Q3 2020 | $530,000 | -85.5% | 8,320 | -86.2% | 0.10% | -86.2% |
| Q2 2020 | $3,649,000 | -7.1% | 60,181 | -12.2% | 0.72% | +57.5% |
| Q1 2020 | $3,926,000 | -45.8% | 68,542 | -38.0% | 0.46% | -68.1% |
| Q4 2019 | $7,247,000 | -11.6% | 110,479 | -13.6% | 1.43% | -18.8% |
| Q3 2019 | $8,199,000 | +357.5% | 127,911 | +340.7% | 1.76% | +336.6% |
| Q2 2019 | $1,792,000 | +18.2% | 29,027 | +12.6% | 0.40% | +18.8% |
| Q1 2019 | $1,516,000 | +20.0% | 25,781 | +6.9% | 0.34% | +6.6% |
| Q4 2018 | $1,263,000 | +42000.0% | 24,107 | +49098.0% | 0.32% | +31800.0% |
| Q1 2018 | $3,000 | – | 49 | – | 0.00% | – |
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% |