ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 656 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.23 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $25,594 | -96.2% | 328 | -96.5% | 0.01% | -97.5% |
| Q3 2023 | $679,938 | +2688.9% | 9,394 | +2764.0% | 0.28% | +6875.0% |
| Q2 2023 | $24,380 | +2.2% | 328 | 0.0% | 0.00% | +33.3% |
| Q1 2023 | $23,859 | +0.9% | 328 | 0.0% | 0.00% | -25.0% |
| Q4 2022 | $23,649 | -88.6% | 328 | -91.4% | 0.00% | -96.3% |
| Q1 2020 | $207,000 | -17.5% | 3,829 | 0.0% | 0.11% | -29.9% |
| Q4 2019 | $251,000 | +2.4% | 3,829 | 0.0% | 0.15% | -1.3% |
| Q3 2019 | $245,000 | +3.8% | 3,829 | 0.0% | 0.16% | +47.2% |
| Q2 2019 | $236,000 | +4.9% | 3,829 | 0.0% | 0.11% | -34.2% |
| Q1 2019 | $225,000 | – | 3,829 | – | 0.16% | – |
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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% |