ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 900 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.03 and the average weighting 1.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $462,472 | 0.0% | 5,533 | 0.0% | 0.08% | 0.0% |
Q1 2024 | $462,472 | +1.2% | 5,533 | -5.5% | 0.08% | -7.4% |
Q4 2023 | $456,897 | +8.2% | 5,855 | +0.3% | 0.08% | -1.2% |
Q3 2023 | $422,325 | -16.5% | 5,835 | -14.2% | 0.08% | -12.8% |
Q2 2023 | $505,729 | +47.8% | 6,804 | +45.9% | 0.09% | -11.3% |
Q1 2023 | $342,260 | -56.7% | 4,664 | -57.3% | 0.11% | -58.1% |
Q4 2022 | $790,554 | -36.6% | 10,927 | -42.1% | 0.25% | -48.3% |
Q3 2022 | $1,246,000 | -34.9% | 18,858 | -30.8% | 0.49% | -55.5% |
Q2 2022 | $1,914,000 | +238.8% | 27,266 | +274.4% | 1.10% | +281.6% |
Q1 2022 | $565,000 | +52.3% | 7,282 | +59.0% | 0.29% | +33.3% |
Q4 2021 | $371,000 | -5.8% | 4,580 | -14.6% | 0.22% | +20.0% |
Q3 2021 | $394,000 | 0.0% | 5,362 | +0.1% | 0.18% | +4.7% |
Q2 2021 | $394,000 | -11.3% | 5,359 | -16.4% | 0.17% | -9.5% |
Q1 2021 | $444,000 | -6.1% | 6,411 | -8.0% | 0.19% | -14.0% |
Q4 2020 | $473,000 | -1.9% | 6,971 | -7.8% | 0.22% | -21.9% |
Q3 2020 | $482,000 | +9.5% | 7,561 | +4.2% | 0.28% | +1.8% |
Q2 2020 | $440,000 | +12.2% | 7,257 | -0.0% | 0.28% | -2.1% |
Q1 2020 | $392,000 | -10.5% | 7,258 | +8.7% | 0.28% | +35.2% |
Q4 2019 | $438,000 | +29.6% | 6,675 | +26.8% | 0.21% | +11.7% |
Q3 2019 | $338,000 | +5.3% | 5,265 | +1.1% | 0.19% | +0.5% |
Q2 2019 | $321,000 | +35.4% | 5,207 | +29.4% | 0.19% | +29.0% |
Q1 2019 | $237,000 | – | 4,025 | – | 0.14% | – |
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% |