ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,079 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.02 and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2022 | $692 | -30.8% | 10 | 0.0% | 0.00% | 0.0% |
Q3 2022 | $1,000 | -99.6% | 10 | -99.7% | 0.00% | -98.3% |
Q1 2022 | $223,000 | -3.9% | 2,877 | +0.3% | 0.06% | +3.6% |
Q4 2021 | $232,000 | +12.1% | 2,867 | +2.0% | 0.06% | +1.8% |
Q3 2021 | $207,000 | -2.4% | 2,812 | -2.6% | 0.06% | -5.2% |
Q2 2021 | $212,000 | -83.7% | 2,887 | -84.9% | 0.06% | -87.0% |
Q4 2020 | $1,298,000 | -94.8% | 19,123 | -95.0% | 0.45% | -96.4% |
Q4 2019 | $25,150,000 | +3.1% | 383,386 | +0.7% | 12.52% | -4.3% |
Q3 2019 | $24,403,000 | +3.6% | 380,707 | -0.2% | 13.08% | +2.2% |
Q2 2019 | $23,559,000 | +14.9% | 381,641 | +9.5% | 12.80% | +7.5% |
Q1 2019 | $20,502,000 | +2323.4% | 348,679 | +2040.8% | 11.90% | +1887.0% |
Q4 2018 | $846,000 | -12.8% | 16,287 | -4.2% | 0.60% | -0.3% |
Q3 2018 | $970,000 | +7.1% | 17,001 | -0.3% | 0.60% | -6.5% |
Q2 2018 | $906,000 | +4.9% | 17,044 | +2.5% | 0.64% | -13.1% |
Q1 2018 | $864,000 | -17.2% | 16,634 | -15.8% | 0.74% | -14.0% |
Q4 2017 | $1,043,000 | +3.1% | 19,767 | -1.6% | 0.86% | -5.9% |
Q3 2017 | $1,012,000 | +6.0% | 20,095 | +2.9% | 0.91% | +6.8% |
Q2 2017 | $955,000 | -13.3% | 19,527 | -15.4% | 0.86% | -5.3% |
Q1 2017 | $1,101,000 | +16.5% | 23,079 | +10.5% | 0.90% | +19.6% |
Q4 2016 | $945,000 | – | 20,893 | – | 0.76% | – |
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% |