ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 468 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 1.02 and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $5,646 | -94.1% | 78 | -93.9% | 0.00% | -91.7% |
Q2 2023 | $94,919 | +21.0% | 1,277 | +18.5% | 0.01% | +20.0% |
Q1 2023 | $78,414 | -6.2% | 1,078 | -7.0% | 0.01% | 0.0% |
Q4 2022 | $83,564 | +17.7% | 1,159 | +7.5% | 0.01% | -9.1% |
Q3 2022 | $71,000 | -5.3% | 1,078 | 0.0% | 0.01% | -8.3% |
Q2 2022 | $75,000 | -10.7% | 1,078 | 0.0% | 0.01% | +20.0% |
Q1 2022 | $84,000 | -3.4% | 1,078 | 0.0% | 0.01% | 0.0% |
Q4 2021 | $87,000 | -16.3% | 1,078 | -24.0% | 0.01% | -23.1% |
Q3 2021 | $104,000 | +1633.3% | 1,418 | +1717.9% | 0.01% | +1200.0% |
Q2 2021 | $6,000 | -40.0% | 78 | -48.3% | 0.00% | -50.0% |
Q1 2021 | $10,000 | -93.4% | 151 | -93.4% | 0.00% | -94.6% |
Q4 2019 | $151,000 | -22.6% | 2,294 | -24.5% | 0.04% | -22.9% |
Q3 2019 | $195,000 | – | 3,040 | +75900.0% | 0.05% | – |
Q2 2019 | $0 | -100.0% | 4 | -99.6% | 0.00% | -100.0% |
Q1 2018 | $51,000 | – | 1,000 | – | 0.02% | – |
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% |