ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 697 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 2.04 and the average weighting 1.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $2,443,818 | +0.8% | 29,107 | +0.4% | 0.19% | -0.5% |
Q1 2024 | $2,423,528 | +9.8% | 28,996 | +2.5% | 0.19% | +2.1% |
Q4 2023 | $2,207,007 | +8.9% | 28,284 | +1.1% | 0.19% | +1.1% |
Q3 2023 | $2,025,910 | -3.6% | 27,990 | -1.0% | 0.19% | +5.1% |
Q2 2023 | $2,101,103 | +3.2% | 28,267 | +1.0% | 0.18% | -1.1% |
Q1 2023 | $2,036,191 | +0.1% | 27,993 | +0.1% | 0.18% | +1.1% |
Q4 2022 | $2,033,725 | +9.4% | 27,974 | -0.6% | 0.18% | -7.8% |
Q3 2022 | $1,859,000 | -3.1% | 28,133 | +2.9% | 0.19% | +2.7% |
Q2 2022 | $1,919,000 | -4.4% | 27,343 | +5.7% | 0.19% | +7.5% |
Q1 2022 | $2,007,000 | -0.6% | 25,876 | +3.6% | 0.17% | +1.8% |
Q4 2021 | $2,020,000 | +15.7% | 24,976 | +5.1% | 0.17% | +8.2% |
Q3 2021 | $1,746,000 | +2.8% | 23,759 | +3.0% | 0.16% | +0.6% |
Q2 2021 | $1,698,000 | +11.2% | 23,070 | +4.5% | 0.16% | +4.0% |
Q1 2021 | $1,527,000 | -15.1% | 22,070 | -16.7% | 0.15% | -44.5% |
Q4 2020 | $1,799,000 | -7.2% | 26,507 | -12.9% | 0.27% | +17.7% |
Q3 2020 | $1,939,000 | -99.9% | 30,432 | +4.3% | 0.23% | +3.1% |
Q2 2020 | $1,769,736,000 | +114520.2% | 29,189 | +2.1% | 0.22% | -4.7% |
Q1 2020 | $1,544,000 | -11.7% | 28,600 | +7.3% | 0.24% | +4.0% |
Q4 2019 | $1,749,000 | +6.2% | 26,666 | +3.1% | 0.23% | -0.9% |
Q3 2019 | $1,647,000 | +14.0% | 25,865 | +10.5% | 0.23% | +12.9% |
Q2 2019 | $1,445,000 | +28.7% | 23,416 | +22.6% | 0.20% | +22.4% |
Q1 2019 | $1,123,000 | – | 19,105 | – | 0.16% | – |
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% |