ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,141 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 1.49 and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $311,314 | +0.7% | 3,708 | +0.3% | 0.08% | -2.6% |
Q1 2024 | $309,089 | -28.4% | 3,698 | -33.2% | 0.08% | -31.0% |
Q4 2023 | $431,856 | -8.7% | 5,534 | -15.3% | 0.11% | -18.1% |
Q3 2023 | $472,791 | -12.9% | 6,532 | -10.5% | 0.14% | -15.3% |
Q2 2023 | $542,745 | +2.2% | 7,302 | +0.0% | 0.16% | -7.4% |
Q1 2023 | $531,082 | +14.5% | 7,301 | +13.5% | 0.18% | +6.0% |
Q4 2022 | $463,849 | +12.3% | 6,433 | +2.9% | 0.17% | +3.8% |
Q3 2022 | $413,000 | -1.0% | 6,249 | +5.1% | 0.16% | +2.6% |
Q2 2022 | $417,000 | -8.6% | 5,944 | +1.1% | 0.16% | +4.7% |
Q1 2022 | $456,000 | -5.2% | 5,880 | -1.2% | 0.15% | -5.1% |
Q4 2021 | $481,000 | +48.9% | 5,950 | +35.2% | 0.16% | +65.3% |
Q3 2021 | $323,000 | -15.0% | 4,400 | -14.7% | 0.10% | -15.9% |
Q2 2021 | $380,000 | -13.0% | 5,159 | -18.3% | 0.11% | -24.2% |
Q1 2021 | $437,000 | -26.7% | 6,312 | -28.1% | 0.15% | -30.4% |
Q4 2020 | $596,000 | +22.4% | 8,781 | +15.0% | 0.21% | +7.0% |
Q3 2020 | $487,000 | +32.3% | 7,634 | +25.9% | 0.20% | -0.5% |
Q2 2020 | $368,000 | +28.7% | 6,065 | +14.4% | 0.20% | +1.5% |
Q1 2020 | $286,000 | -17.8% | 5,301 | 0.0% | 0.20% | +15.1% |
Q4 2019 | $348,000 | +2.4% | 5,301 | +0.0% | 0.17% | -14.4% |
Q3 2019 | $340,000 | +4.0% | 5,300 | 0.0% | 0.20% | -0.5% |
Q2 2019 | $327,000 | +42.8% | 5,300 | +36.1% | 0.20% | +32.9% |
Q1 2019 | $229,000 | +12.3% | 3,895 | +0.1% | 0.15% | -3.8% |
Q4 2018 | $204,000 | -8.1% | 3,892 | +0.2% | 0.16% | +1.3% |
Q3 2018 | $222,000 | +7.8% | 3,885 | +0.1% | 0.16% | -14.8% |
Q2 2018 | $206,000 | +2.5% | 3,882 | +0.1% | 0.18% | +7.6% |
Q1 2018 | $201,000 | -17.3% | 3,879 | -14.5% | 0.17% | -25.4% |
Q4 2017 | $243,000 | – | 4,535 | – | 0.23% | – |
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% |