ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 697 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 2.04 and the average weighting 1.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $1,478,468 | -3.3% | 17,609 | -3.8% | 0.10% | -10.7% |
Q1 2024 | $1,529,190 | -1.2% | 18,296 | -7.7% | 0.11% | -10.4% |
Q4 2023 | $1,547,262 | -14.7% | 19,829 | -20.9% | 0.12% | -23.3% |
Q3 2023 | $1,813,627 | -24.5% | 25,057 | -22.4% | 0.16% | -10.9% |
Q2 2023 | $2,400,590 | -21.3% | 32,296 | -23.0% | 0.18% | -28.2% |
Q1 2023 | $3,049,779 | +8.0% | 41,927 | +7.1% | 0.26% | -7.9% |
Q4 2022 | $2,823,571 | +15.3% | 39,162 | +5.8% | 0.28% | -1.1% |
Q3 2022 | $2,448,000 | +5.9% | 37,032 | +12.5% | 0.28% | +6.9% |
Q2 2022 | $2,312,000 | -8.6% | 32,931 | +1.0% | 0.26% | +4.0% |
Q1 2022 | $2,529,000 | -10.1% | 32,602 | -6.2% | 0.25% | -9.0% |
Q4 2021 | $2,812,000 | -18.1% | 34,762 | -25.5% | 0.28% | -27.1% |
Q3 2021 | $3,432,000 | -21.8% | 46,691 | -21.7% | 0.38% | -24.3% |
Q2 2021 | $4,388,000 | -12.9% | 59,615 | -18.1% | 0.50% | -22.3% |
Q1 2021 | $5,037,000 | -12.9% | 72,802 | -14.5% | 0.65% | -34.0% |
Q4 2020 | $5,781,000 | +1.1% | 85,167 | -3.6% | 0.98% | -10.8% |
Q3 2020 | $5,718,000 | +3.0% | 88,393 | -2.5% | 1.10% | -12.2% |
Q2 2020 | $5,550,000 | +19.2% | 90,675 | +14.6% | 1.25% | -0.2% |
Q1 2020 | $4,656,000 | -21.6% | 79,156 | -12.5% | 1.25% | -13.9% |
Q4 2019 | $5,935,000 | +12.3% | 90,439 | +8.6% | 1.46% | -0.1% |
Q3 2019 | $5,283,000 | +12.2% | 83,312 | +12.5% | 1.46% | +14.0% |
Q2 2019 | $4,709,000 | +14.3% | 74,063 | +8.0% | 1.28% | +1.9% |
Q1 2019 | $4,120,000 | +11.0% | 68,591 | +4.4% | 1.26% | +7.8% |
Q4 2018 | $3,711,000 | +22.6% | 65,691 | +19.5% | 1.16% | -50.4% |
Q3 2018 | $3,026,000 | +4.9% | 54,980 | +1.3% | 2.35% | -7.7% |
Q2 2018 | $2,885,000 | +12.5% | 54,271 | +9.9% | 2.55% | +4.7% |
Q1 2018 | $2,565,000 | -7.3% | 49,401 | -5.8% | 2.43% | -16.1% |
Q4 2017 | $2,768,000 | – | 52,448 | – | 2.90% | – |
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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% |