ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 453 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 1.90 and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2021 | $146,348,000 | +8.4% | 1,816,413 | -1.1% | 7.79% | +3.3% |
Q3 2021 | $135,007,000 | -3.7% | 1,836,840 | -3.6% | 7.54% | -4.9% |
Q2 2021 | $140,246,000 | +0.3% | 1,905,261 | -5.7% | 7.94% | -7.7% |
Q1 2021 | $139,824,000 | +1.8% | 2,020,875 | -0.1% | 8.60% | -5.9% |
Q4 2020 | $137,303,000 | +6.7% | 2,022,745 | +0.1% | 9.14% | -8.1% |
Q3 2020 | $128,734,000 | +6.1% | 2,020,000 | +0.9% | 9.94% | -1.8% |
Q2 2020 | $121,341,000 | +11.7% | 2,001,345 | -0.5% | 10.12% | -5.1% |
Q1 2020 | $108,654,000 | -4.9% | 2,011,746 | +15.5% | 10.67% | +17.5% |
Q4 2019 | $114,245,000 | -0.2% | 1,741,551 | -2.5% | 9.08% | -9.3% |
Q3 2019 | $114,523,000 | +0.7% | 1,786,634 | -3.1% | 10.00% | +1.0% |
Q2 2019 | $113,761,000 | +7.7% | 1,842,880 | +2.6% | 9.91% | +0.1% |
Q1 2019 | $105,643,000 | +1.7% | 1,796,661 | -9.2% | 9.90% | -14.3% |
Q4 2018 | $103,851,000 | -5.4% | 1,979,252 | +2.9% | 11.56% | -0.4% |
Q3 2018 | $109,729,000 | +5.1% | 1,923,733 | -2.0% | 11.61% | +4.2% |
Q2 2018 | $104,364,000 | +4.3% | 1,963,211 | +1.9% | 11.13% | +1.3% |
Q1 2018 | $100,093,000 | +1.7% | 1,927,466 | +3.4% | 10.99% | +2.1% |
Q4 2017 | $98,378,000 | +4.9% | 1,863,931 | +1.1% | 10.76% | +0.7% |
Q3 2017 | $93,819,000 | +10.0% | 1,844,298 | +5.8% | 10.69% | +3.7% |
Q2 2017 | $85,261,000 | +4.2% | 1,742,558 | +1.7% | 10.31% | -1.1% |
Q1 2017 | $81,787,000 | +5.9% | 1,713,925 | +0.4% | 10.42% | -5.4% |
Q4 2016 | $77,213,000 | -1.5% | 1,707,509 | -1.1% | 11.02% | -6.4% |
Q3 2016 | $78,428,000 | +0.6% | 1,726,369 | +2.3% | 11.78% | -9.7% |
Q2 2016 | $77,966,000 | -2.4% | 1,687,247 | -7.2% | 13.04% | -12.1% |
Q1 2016 | $79,845,000 | +15.3% | 1,817,558 | +9.8% | 14.83% | +2.9% |
Q4 2015 | $69,224,000 | +7.9% | 1,655,300 | +6.8% | 14.41% | +1.3% |
Q3 2015 | $64,158,000 | +12.5% | 1,550,091 | +9.5% | 14.22% | +11.4% |
Q2 2015 | $57,053,000 | +99.7% | 1,415,012 | +104.4% | 12.76% | +1.7% |
Q1 2015 | $28,564,000 | +71.8% | 692,281 | +70.6% | 12.55% | +18.3% |
Q4 2014 | $16,629,000 | -51.0% | 405,775 | -52.4% | 10.61% | +1.4% |
Q3 2014 | $33,921,000 | -1.8% | 851,650 | -8.3% | 10.46% | +8.2% |
Q2 2014 | $34,553,000 | +20.7% | 928,352 | +16.9% | 9.67% | +2.9% |
Q1 2014 | $28,631,000 | +15.2% | 794,211 | +13.4% | 9.39% | +6.3% |
Q4 2013 | $24,862,000 | +30.3% | 700,364 | +22.0% | 8.84% | +22.9% |
Q3 2013 | $19,074,000 | – | 573,968 | +8.1% | 7.19% | – |
Q2 2013 | $0 | – | 530,926 | – | 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% |