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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $380,675 | -26.8% | 4,534 | -27.1% | 0.04% | -29.4% |
| Q1 2024 | $519,785 | +7.1% | 6,219 | 0.0% | 0.05% | -1.9% |
| Q4 2023 | $485,269 | +126.3% | 6,219 | +111.0% | 0.05% | +85.7% |
| Q1 2023 | $214,438 | +2282.6% | 2,948 | +2133.3% | 0.03% | +2700.0% |
| Q3 2022 | $9,000 | -82.4% | 132 | -82.0% | 0.00% | -87.5% |
| Q2 2022 | $51,000 | +5000.0% | 732 | +6554.5% | 0.01% | – |
| Q4 2021 | $1,000 | 0.0% | 11 | 0.0% | 0.00% | – |
| Q3 2021 | $1,000 | -90.0% | 11 | -92.7% | 0.00% | -100.0% |
| Q4 2020 | $10,000 | -76.7% | 150 | -81.4% | 0.00% | -78.9% |
| Q4 2017 | $43,000 | +4.9% | 808 | 0.0% | 0.02% | -5.0% |
| Q3 2017 | $41,000 | +2.5% | 808 | 0.0% | 0.02% | 0.0% |
| Q2 2017 | $40,000 | – | 808 | – | 0.02% | – |
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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% |