ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,202 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is 0.32 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $1,712,280 | -5.3% | 20,394 | -5.7% | 0.28% | -8.1% |
Q1 2024 | $1,808,080 | +13.5% | 21,633 | +6.0% | 0.31% | +4.4% |
Q4 2023 | $1,592,904 | -11.7% | 20,414 | -18.1% | 0.30% | -15.5% |
Q3 2023 | $1,804,361 | -2.4% | 24,929 | +0.2% | 0.35% | +7.4% |
Q2 2023 | $1,849,146 | +1.6% | 24,878 | -0.5% | 0.32% | -9.5% |
Q1 2023 | $1,819,190 | -0.1% | 25,010 | -1.0% | 0.36% | -7.5% |
Q4 2022 | $1,821,180 | -65.3% | 25,259 | -66.3% | 0.39% | -26.1% |
Q2 2022 | $5,255,000 | -9.7% | 74,849 | -0.2% | 0.52% | +4.0% |
Q1 2022 | $5,817,000 | -4.6% | 74,989 | -0.5% | 0.50% | +2.2% |
Q4 2021 | $6,098,000 | +9.0% | 75,381 | -0.9% | 0.49% | +0.2% |
Q3 2021 | $5,593,000 | -58.2% | 76,096 | -58.2% | 0.49% | -23.8% |
Q2 2021 | $13,394,000 | +93.2% | 181,958 | +81.6% | 0.65% | -8.2% |
Q1 2021 | $6,932,000 | -30.9% | 100,183 | -32.2% | 0.70% | -38.5% |
Q4 2020 | $10,027,000 | +0.1% | 147,721 | -1.8% | 1.15% | -7.0% |
Q3 2020 | $10,015,000 | +57.6% | 150,381 | +43.5% | 1.23% | +8.7% |
Q2 2020 | $6,354,000 | -57.1% | 104,792 | -61.7% | 1.13% | -64.4% |
Q1 2020 | $14,797,000 | +155.7% | 273,925 | +210.5% | 3.18% | +188.0% |
Q4 2019 | $5,787,000 | -1.3% | 88,212 | -3.6% | 1.10% | -2.9% |
Q3 2019 | $5,864,000 | -99.9% | 91,485 | +11.6% | 1.14% | -2.8% |
Q2 2019 | $5,059,637,000 | +108639.2% | 81,964 | +3.6% | 1.17% | -11.1% |
Q1 2019 | $4,653,000 | +9.4% | 79,136 | -2.5% | 1.32% | +4.9% |
Q4 2018 | $4,254,000 | -7.1% | 81,137 | +0.2% | 1.26% | +3.9% |
Q3 2018 | $4,577,000 | +1095.0% | 80,986 | +1025.0% | 1.21% | +602.3% |
Q2 2018 | $383,000 | +157.0% | 7,199 | +130.7% | 0.17% | +55.0% |
Q1 2017 | $149,000 | – | 3,121 | – | 0.11% | – |
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% |