ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,135 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.40 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2024 | $240 | -35.5% | 2,876 | -39.6% | 0.00% | 0.0% |
Q4 2023 | $372 | -50.5% | 4,763 | -54.1% | 0.00% | -50.0% |
Q3 2023 | $751 | +10.4% | 10,370 | +13.3% | 0.00% | 0.0% |
Q2 2023 | $680 | -5.6% | 9,150 | -7.5% | 0.00% | 0.0% |
Q1 2023 | $720 | -71.8% | 9,895 | -72.0% | 0.00% | -77.8% |
Q4 2022 | $2,552 | -99.8% | 35,396 | +65.7% | 0.01% | +80.0% |
Q3 2022 | $1,500,000 | 0.0% | 21,360 | 0.0% | 0.01% | 0.0% |
Q2 2022 | $1,500,000 | – | 21,360 | – | 0.01% | – |
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% |