ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 463 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 3.08 and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2020 | $3,489,000 | -51.2% | 64,540 | -40.8% | 3.37% | -48.2% |
Q4 2019 | $7,148,000 | +40.9% | 108,965 | +37.7% | 6.51% | +34.3% |
Q3 2019 | $5,072,000 | +29.7% | 79,123 | +24.9% | 4.84% | +26.5% |
Q2 2019 | $3,911,000 | +86.8% | 63,354 | +77.9% | 3.83% | +77.4% |
Q1 2019 | $2,094,000 | +839.0% | 35,605 | +810.4% | 2.16% | +714.3% |
Q3 2018 | $223,000 | +7.2% | 3,911 | 0.0% | 0.26% | +49.7% |
Q2 2018 | $208,000 | +2.0% | 3,911 | -2.9% | 0.18% | +0.6% |
Q1 2018 | $204,000 | -8.9% | 4,026 | -3.8% | 0.18% | -6.4% |
Q4 2017 | $224,000 | -6.3% | 4,184 | -11.5% | 0.19% | -5.5% |
Q3 2017 | $239,000 | -52.6% | 4,730 | -54.2% | 0.20% | -54.1% |
Q2 2017 | $504,000 | -84.6% | 10,318 | -85.0% | 0.43% | -85.4% |
Q1 2017 | $3,270,000 | -69.7% | 68,617 | -70.9% | 2.97% | -70.2% |
Q4 2016 | $10,785,000 | – | 236,157 | – | 9.97% | – |
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% |