ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,116 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.02 and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $201,511 | -9.8% | 2,711 | -11.8% | 0.03% | -17.9% |
Q1 2023 | $223,431 | -18.5% | 3,072 | -19.2% | 0.04% | -25.0% |
Q4 2022 | $274,061 | +7.9% | 3,801 | -1.1% | 0.05% | -3.7% |
Q3 2022 | $254,000 | -10.6% | 3,845 | -5.0% | 0.05% | -19.4% |
Q2 2022 | $284,000 | -12.6% | 4,049 | -3.3% | 0.07% | -1.5% |
Q1 2022 | $325,000 | -3.8% | 4,186 | +0.1% | 0.07% | 0.0% |
Q4 2021 | $338,000 | +6.3% | 4,183 | -3.4% | 0.07% | -4.2% |
Q3 2021 | $318,000 | -3.6% | 4,328 | -3.4% | 0.07% | -4.1% |
Q2 2021 | $330,000 | -8.3% | 4,481 | -13.9% | 0.07% | -16.9% |
Q1 2021 | $360,000 | -56.3% | 5,203 | -57.1% | 0.09% | -58.6% |
Q4 2020 | $823,000 | +8.6% | 12,130 | +2.6% | 0.22% | -7.3% |
Q3 2020 | $758,000 | – | 11,819 | – | 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% |