ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,054 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.09 and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2023 | $764,143 | -46.8% | 9,792 | -50.6% | 0.06% | -52.5% |
Q3 2023 | $1,435,949 | -20.5% | 19,839 | -18.3% | 0.12% | -20.3% |
Q2 2023 | $1,805,987 | +10.6% | 24,296 | +8.3% | 0.15% | +4.2% |
Q1 2023 | $1,632,567 | +165980.1% | 22,443 | +64.6% | 0.14% | +57.8% |
Q4 2022 | $983 | -99.9% | 13,635 | +27.7% | 0.09% | +23.3% |
Q3 2022 | $706,000 | +19.7% | 10,674 | +27.0% | 0.07% | +28.1% |
Q2 2022 | $590,000 | +28.8% | 8,408 | +42.5% | 0.06% | +42.5% |
Q1 2022 | $458,000 | +83.2% | 5,901 | +91.0% | 0.04% | +73.9% |
Q4 2021 | $250,000 | +3471.4% | 3,089 | +2958.4% | 0.02% | +2200.0% |
Q3 2021 | $7,000 | 0.0% | 101 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $7,000 | -85.1% | 101 | -85.1% | 0.00% | -80.0% |
Q1 2021 | $47,000 | -11.3% | 678 | -12.4% | 0.01% | -16.7% |
Q4 2020 | $53,000 | +5200.0% | 774 | +7640.0% | 0.01% | – |
Q3 2020 | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – |
Q2 2020 | $1,000 | -80.0% | 10 | -89.8% | 0.00% | -100.0% |
Q1 2020 | $5,000 | -37.5% | 98 | -38.8% | 0.00% | 0.0% |
Q4 2018 | $8,000 | -11.1% | 160 | +0.6% | 0.00% | -50.0% |
Q3 2018 | $9,000 | -35.7% | 159 | -37.6% | 0.00% | 0.0% |
Q2 2018 | $14,000 | +7.7% | 255 | +0.4% | 0.00% | 0.0% |
Q1 2018 | $13,000 | -7.1% | 254 | -4.2% | 0.00% | 0.0% |
Q4 2017 | $14,000 | – | 265 | – | 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% |