ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 612 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 0.11 and the average weighting 1.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2023 | $214,466 | -31.9% | 2,749 | -38.7% | 0.02% | -71.6% |
Q2 2022 | $315,000 | -12.3% | 4,488 | -2.9% | 0.07% | -10.8% |
Q1 2022 | $359,000 | -16.7% | 4,623 | -13.2% | 0.08% | -12.6% |
Q4 2021 | $431,000 | +22.1% | 5,328 | +10.9% | 0.10% | -4.0% |
Q3 2021 | $353,000 | -21.7% | 4,804 | -21.6% | 0.10% | -22.7% |
Q2 2021 | $451,000 | +2.0% | 6,130 | -4.0% | 0.13% | -8.6% |
Q1 2021 | $442,000 | -25.6% | 6,386 | -27.0% | 0.14% | -28.9% |
Q4 2020 | $594,000 | -17.2% | 8,753 | -22.3% | 0.20% | -26.8% |
Q3 2020 | $717,000 | +0.8% | 11,258 | -4.0% | 0.27% | -3.2% |
Q2 2020 | $711,000 | +6.3% | 11,728 | -5.4% | 0.28% | -8.9% |
Q1 2020 | $669,000 | -19.8% | 12,393 | -2.5% | 0.30% | -1.9% |
Q4 2019 | $834,000 | -6.7% | 12,713 | -8.8% | 0.31% | -8.8% |
Q3 2019 | $894,000 | -16.2% | 13,939 | -19.3% | 0.34% | -15.8% |
Q2 2019 | $1,067,000 | -7.3% | 17,270 | -11.8% | 0.40% | -11.2% |
Q1 2019 | $1,151,000 | +70.8% | 19,570 | -0.7% | 0.46% | +18.1% |
Q4 2018 | $674,000 | -12.4% | 19,710 | -2.9% | 0.39% | -9.2% |
Q3 2018 | $769,000 | -29.8% | 20,292 | -1.5% | 0.42% | -9.8% |
Q2 2018 | $1,095,000 | -5.8% | 20,608 | -8.9% | 0.47% | -11.6% |
Q1 2018 | $1,163,000 | +86.1% | 22,610 | +90.9% | 0.53% | -2.2% |
Q4 2017 | $625,000 | -46.8% | 11,847 | -49.0% | 0.54% | -67.0% |
Q3 2017 | $1,175,000 | -11.9% | 23,226 | -14.5% | 1.65% | +141.9% |
Q2 2017 | $1,333,000 | -2.1% | 27,171 | -4.9% | 0.68% | -4.6% |
Q1 2017 | $1,362,000 | +8.3% | 28,559 | +3.1% | 0.72% | +3.0% |
Q4 2016 | $1,258,000 | – | 27,701 | – | 0.70% | – |
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% |