ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 981 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.02 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $1,881,147 | -1.0% | 22,405 | -1.4% | 1.41% | -3.4% |
Q1 2024 | $1,900,047 | +4.1% | 22,733 | -2.8% | 1.46% | -7.1% |
Q4 2023 | $1,824,831 | +7.2% | 23,386 | -0.6% | 1.57% | -2.1% |
Q3 2023 | $1,702,180 | -7.7% | 23,517 | -5.2% | 1.60% | -3.3% |
Q2 2023 | $1,843,776 | -1.4% | 24,805 | -3.5% | 1.66% | -4.4% |
Q1 2023 | $1,869,057 | +1.3% | 25,695 | +0.4% | 1.73% | -4.3% |
Q4 2022 | $1,845,849 | +8.3% | 25,601 | -0.7% | 1.81% | +3.6% |
Q3 2022 | $1,704,000 | -6.1% | 25,786 | -0.3% | 1.75% | -0.9% |
Q2 2022 | $1,815,000 | -23.0% | 25,857 | -14.9% | 1.76% | -15.3% |
Q1 2022 | $2,357,000 | -15.2% | 30,389 | -11.5% | 2.08% | -9.7% |
Q4 2021 | $2,778,000 | +10.8% | 34,334 | +0.7% | 2.31% | +2.9% |
Q3 2021 | $2,507,000 | -3.0% | 34,111 | -2.8% | 2.24% | -4.4% |
Q2 2021 | $2,584,000 | -11.2% | 35,108 | -16.5% | 2.34% | -9.0% |
Q1 2021 | $2,909,000 | +6.7% | 42,042 | +4.7% | 2.58% | +3.9% |
Q4 2020 | $2,727,000 | -4.3% | 40,171 | -10.2% | 2.48% | -14.8% |
Q3 2020 | $2,850,000 | -6.1% | 44,725 | -10.7% | 2.91% | -10.3% |
Q2 2020 | $3,036,000 | +9.6% | 50,067 | -2.4% | 3.24% | -13.9% |
Q1 2020 | $2,771,000 | -56.6% | 51,296 | -47.3% | 3.77% | -38.7% |
Q4 2019 | $6,385,000 | -2.0% | 97,340 | -4.3% | 6.15% | -4.2% |
Q3 2019 | $6,517,000 | -0.5% | 101,672 | -4.1% | 6.42% | -0.4% |
Q2 2019 | $6,547,000 | -3.3% | 106,059 | -7.9% | 6.44% | -6.9% |
Q1 2019 | $6,772,000 | +14.5% | 115,168 | +2.0% | 6.92% | +1.7% |
Q4 2018 | $5,915,000 | – | 112,884 | – | 6.80% | – |
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% |