ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 900 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.03 and the average weighting 1.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $1,132,272 | -34.5% | 13,486 | -34.8% | 0.01% | -33.3% |
Q1 2024 | $1,727,944 | -27.7% | 20,674 | -32.5% | 0.02% | -35.7% |
Q4 2023 | $2,389,964 | +290.5% | 30,629 | +262.3% | 0.03% | +211.1% |
Q3 2023 | $611,952 | -6.0% | 8,455 | -3.4% | 0.01% | 0.0% |
Q2 2023 | $650,812 | +9.1% | 8,756 | +5.8% | 0.01% | -18.2% |
Q1 2023 | $596,699 | 0.0% | 8,276 | 0.0% | 0.01% | 0.0% |
Q4 2022 | $596,699 | +19.8% | 8,276 | +10.0% | 0.01% | +10.0% |
Q3 2022 | $498,000 | +104.9% | 7,527 | +117.1% | 0.01% | +100.0% |
Q2 2022 | $243,000 | +3.4% | 3,467 | +14.5% | 0.01% | 0.0% |
Q1 2022 | $235,000 | -34.5% | 3,029 | -31.7% | 0.01% | -28.6% |
Q4 2021 | $359,000 | +10.8% | 4,438 | +0.7% | 0.01% | 0.0% |
Q3 2021 | $324,000 | +12.5% | 4,406 | +12.5% | 0.01% | 0.0% |
Q2 2021 | $288,000 | +7.5% | 3,918 | +1.1% | 0.01% | -46.2% |
Q1 2021 | $268,000 | -28.0% | 3,876 | -29.2% | 0.01% | -35.0% |
Q4 2020 | $372,000 | +35.8% | 5,478 | +27.2% | 0.02% | -4.8% |
Q3 2020 | $274,000 | -2.5% | 4,305 | -7.1% | 0.02% | -22.2% |
Q2 2020 | $281,000 | -43.9% | 4,635 | -50.0% | 0.03% | -43.8% |
Q1 2020 | $501,000 | +39.2% | 9,278 | +69.1% | 0.05% | +37.1% |
Q4 2019 | $360,000 | -15.7% | 5,488 | -17.6% | 0.04% | -23.9% |
Q3 2019 | $427,000 | +12.4% | 6,661 | +8.3% | 0.05% | +12.2% |
Q2 2019 | $380,000 | +29.3% | 6,148 | +23.1% | 0.04% | +10.8% |
Q1 2019 | $294,000 | +42.7% | 4,996 | +18.6% | 0.04% | -22.9% |
Q2 2017 | $206,000 | – | 4,211 | – | 0.05% | – |
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% |