ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 880 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 6.31 and the average weighting 2.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2024 | $418 | -42.0% | 5,000 | -45.9% | 0.36% | +7.4% |
Q4 2023 | $721 | +170.0% | 9,234 | +157.1% | 0.34% | +208.2% |
Q2 2023 | $267 | -85.7% | 3,591 | -86.0% | 0.11% | -86.8% |
Q1 2023 | $1,872 | +45.3% | 25,740 | +44.1% | 0.83% | +77.9% |
Q4 2022 | $1,288 | -99.6% | 17,868 | +293.9% | 0.47% | +179.6% |
Q2 2022 | $318,000 | -85.0% | 4,536 | -83.4% | 0.17% | -74.5% |
Q1 2022 | $2,123,000 | -30.3% | 27,375 | -27.3% | 0.66% | +20.4% |
Q4 2021 | $3,046,000 | +14.1% | 37,648 | -2.4% | 0.54% | -21.6% |
Q1 2021 | $2,670,000 | +98.4% | 38,589 | +94.6% | 0.70% | +114.5% |
Q4 2020 | $1,346,000 | +184.0% | 19,826 | +174.5% | 0.32% | +77.0% |
Q4 2019 | $474,000 | -70.0% | 7,222 | -70.7% | 0.18% | -80.6% |
Q3 2019 | $1,579,000 | +12.1% | 24,641 | +8.0% | 0.94% | +19.1% |
Q2 2019 | $1,409,000 | +181.2% | 22,820 | +167.6% | 0.79% | +45.3% |
Q1 2019 | $501,000 | -40.2% | 8,527 | -46.7% | 0.54% | -38.6% |
Q4 2018 | $838,000 | -64.1% | 15,993 | -60.9% | 0.89% | -18.3% |
Q3 2018 | $2,332,000 | +76.4% | 40,880 | +64.4% | 1.09% | +49.2% |
Q2 2018 | $1,322,000 | +110.2% | 24,865 | +105.1% | 0.73% | +29.3% |
Q1 2018 | $629,000 | – | 12,121 | – | 0.56% | – |
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% |