ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 880 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 6.31 and the average weighting 2.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2022 | $1,882,000 | -11.5% | 26,806 | -2.3% | 0.77% | -6.0% |
Q1 2022 | $2,127,000 | -2.5% | 27,424 | +1.7% | 0.82% | +88.2% |
Q4 2021 | $2,181,000 | +9.9% | 26,960 | -0.1% | 0.43% | -43.3% |
Q3 2021 | $1,984,000 | +1.9% | 26,996 | +2.0% | 0.76% | +5.2% |
Q2 2021 | $1,947,000 | +8.1% | 26,462 | +1.7% | 0.73% | -6.3% |
Q1 2021 | $1,801,000 | -68.5% | 26,031 | -69.1% | 0.78% | -71.3% |
Q4 2020 | $5,717,000 | -6.2% | 84,228 | -11.9% | 2.70% | -18.6% |
Q3 2020 | $6,092,000 | +5.5% | 95,599 | +0.3% | 3.32% | +3.2% |
Q2 2020 | $5,776,000 | +13.9% | 95,280 | +1.5% | 3.21% | -5.1% |
Q1 2020 | $5,070,000 | -20.5% | 93,889 | -3.5% | 3.38% | -7.9% |
Q4 2019 | $6,381,000 | +25.4% | 97,278 | +22.5% | 3.68% | +13.2% |
Q3 2019 | $5,089,000 | +41.4% | 79,401 | +36.2% | 3.25% | +33.0% |
Q2 2019 | $3,598,000 | +89850.0% | 58,298 | +66909.2% | 2.44% | +81233.3% |
Q4 2017 | $4,000 | – | 87 | – | 0.00% | – |
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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% |