ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 345 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 42.80 and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $209,396 | +0.5% | 2,494 | 0.0% | 0.03% | +3.6% |
Q1 2024 | $208,449 | -70.8% | 2,494 | -81.9% | 0.03% | -85.6% |
Q1 2018 | $714,000 | -19.6% | 13,749 | -18.2% | 0.19% | -26.2% |
Q4 2017 | $888,000 | +2.2% | 16,818 | -2.5% | 0.26% | -5.7% |
Q3 2017 | $869,000 | +93.5% | 17,258 | +88.0% | 0.28% | +80.0% |
Q2 2017 | $449,000 | -98.2% | 9,182 | -98.2% | 0.16% | -98.3% |
Q1 2017 | $24,646,000 | +9.1% | 516,469 | +3.4% | 9.06% | +0.9% |
Q4 2016 | $22,595,000 | -28.3% | 499,672 | -28.0% | 8.98% | -30.7% |
Q3 2016 | $31,521,000 | -5.0% | 693,832 | -3.4% | 12.94% | -12.3% |
Q2 2016 | $33,190,000 | +9.6% | 718,254 | +4.2% | 14.75% | +3.6% |
Q1 2016 | $30,294,000 | +2246.6% | 689,596 | +2133.3% | 14.24% | +1851.2% |
Q4 2015 | $1,291,000 | +3.2% | 30,878 | +877.2% | 0.73% | -9.5% |
Q3 2015 | $1,251,000 | -32.5% | 3,160 | -92.9% | 0.81% | -21.7% |
Q2 2015 | $1,853,000 | +49.7% | 44,344 | +47.7% | 1.03% | +43.1% |
Q1 2015 | $1,238,000 | +19.5% | 30,015 | +17.3% | 0.72% | -6.1% |
Q4 2014 | $1,036,000 | +5.2% | 25,589 | -2.1% | 0.77% | +4.6% |
Q3 2014 | $985,000 | +47.0% | 26,150 | +45.4% | 0.73% | +47.5% |
Q2 2014 | $670,000 | +199.1% | 17,989 | +190.0% | 0.50% | +177.7% |
Q1 2014 | $224,000 | – | 6,204 | – | 0.18% | – |
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% |