ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 334 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 0.69 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $2,121,000 | -49.0% | 32,090 | -45.8% | 0.36% | -47.1% |
| Q2 2022 | $4,155,000 | -44.0% | 59,174 | -47.7% | 0.69% | -52.2% |
| Q4 2019 | $7,423,000 | -2.3% | 113,161 | -4.5% | 1.44% | -8.0% |
| Q3 2019 | $7,599,000 | +3.8% | 118,548 | -0.1% | 1.57% | +1.5% |
| Q2 2019 | $7,322,000 | -1.6% | 118,615 | -6.3% | 1.55% | -6.0% |
| Q1 2019 | $7,441,000 | -67.6% | 126,550 | -71.1% | 1.65% | -71.2% |
| Q4 2018 | $22,948,000 | +248.5% | 437,946 | +202.2% | 5.71% | +182.7% |
| Q3 2016 | $6,584,000 | -56.1% | 144,936 | -55.4% | 2.02% | -60.8% |
| Q2 2016 | $15,000,000 | – | 324,614 | – | 5.15% | – |
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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% |