ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 334 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 0.69 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2023 | $114,844 | +8.8% | 1,472 | +0.9% | 0.02% | 0.0% |
Q3 2023 | $105,580 | -2.6% | 1,459 | 0.0% | 0.02% | -5.0% |
Q2 2023 | $108,425 | +2.5% | 1,459 | +0.3% | 0.02% | -4.8% |
Q1 2023 | $105,770 | -13.0% | 1,454 | -13.8% | 0.02% | -16.0% |
Q4 2022 | $121,543 | -42.7% | 1,686 | -47.5% | 0.02% | -43.2% |
Q3 2022 | $212,000 | -5.8% | 3,210 | +0.3% | 0.04% | +7.3% |
Q2 2022 | $225,000 | -17.0% | 3,199 | -8.4% | 0.04% | -4.7% |
Q1 2022 | $271,000 | -3.9% | 3,494 | +0.3% | 0.04% | -2.3% |
Q4 2021 | $282,000 | +13.3% | 3,485 | +2.7% | 0.04% | +7.3% |
Q3 2021 | $249,000 | 0.0% | 3,394 | +0.3% | 0.04% | 0.0% |
Q2 2021 | $249,000 | +6.4% | 3,384 | +0.2% | 0.04% | -2.4% |
Q1 2021 | $234,000 | -14.6% | 3,377 | -16.4% | 0.04% | -20.8% |
Q4 2020 | $274,000 | -6.8% | 4,039 | -12.5% | 0.05% | -17.2% |
Q3 2020 | $294,000 | +5.4% | 4,617 | +0.3% | 0.06% | -1.5% |
Q2 2020 | $279,000 | +8.1% | 4,603 | -3.7% | 0.06% | -12.2% |
Q1 2020 | $258,000 | -44.8% | 4,778 | -32.8% | 0.07% | -32.7% |
Q4 2019 | $467,000 | +3.1% | 7,112 | +0.6% | 0.11% | -12.0% |
Q3 2019 | $453,000 | +3.9% | 7,068 | +0.1% | 0.12% | +7.8% |
Q2 2019 | $436,000 | +6.1% | 7,062 | +1.1% | 0.12% | -6.5% |
Q1 2019 | $411,000 | +29.7% | 6,987 | +15.7% | 0.12% | +14.8% |
Q4 2018 | $317,000 | +14.4% | 6,040 | +24.6% | 0.11% | +14.9% |
Q3 2018 | $277,000 | +7.8% | 4,849 | +0.4% | 0.09% | +5.6% |
Q2 2018 | $257,000 | +2.4% | 4,830 | 0.0% | 0.09% | +11.2% |
Q1 2018 | $251,000 | -13.1% | 4,830 | -11.9% | 0.08% | -14.0% |
Q4 2017 | $289,000 | +3.6% | 5,482 | -1.2% | 0.09% | 0.0% |
Q3 2017 | $279,000 | -16.0% | 5,550 | -18.3% | 0.09% | -25.0% |
Q2 2017 | $332,000 | -7.3% | 6,793 | -9.5% | 0.12% | -11.4% |
Q1 2017 | $358,000 | -16.0% | 7,507 | -20.2% | 0.14% | -22.2% |
Q4 2016 | $426,000 | -9.7% | 9,410 | -9.4% | 0.18% | -13.0% |
Q3 2016 | $472,000 | -6.0% | 10,381 | -4.4% | 0.21% | -10.4% |
Q2 2016 | $502,000 | +6.8% | 10,857 | +1.5% | 0.23% | -10.1% |
Q1 2016 | $470,000 | – | 10,697 | – | 0.26% | – |
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% |