ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,079 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.02 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $141,299 | -19.6% | 1,683 | -20.0% | 0.03% | -24.4% |
| Q1 2024 | $175,847 | -1.8% | 2,104 | -8.3% | 0.04% | -8.2% |
| Q4 2023 | $179,074 | +7.8% | 2,295 | 0.0% | 0.05% | -12.5% |
| Q3 2023 | $166,107 | +19.3% | 2,295 | +22.5% | 0.06% | +21.7% |
| Q2 2023 | $139,290 | +183.3% | 1,874 | +177.2% | 0.05% | +155.6% |
| Q1 2023 | $49,167 | +10.0% | 676 | 0.0% | 0.02% | -14.3% |
| Q4 2022 | $44,679 | -0.7% | 676 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $45,000 | -6.2% | 676 | 0.0% | 0.02% | -19.2% |
| Q2 2022 | $48,000 | -7.7% | 676 | +0.7% | 0.03% | 0.0% |
| Q1 2022 | $52,000 | -3.7% | 671 | 0.0% | 0.03% | -3.7% |
| Q4 2021 | $54,000 | +10.2% | 671 | 0.0% | 0.03% | -3.6% |
| Q3 2021 | $49,000 | -3.9% | 671 | 0.0% | 0.03% | 0.0% |
| Q2 2021 | $51,000 | +10.9% | 671 | 0.0% | 0.03% | -6.7% |
| Q1 2021 | $46,000 | +7.0% | 671 | +5.8% | 0.03% | -6.2% |
| Q4 2020 | $43,000 | +330.0% | 634 | +256.2% | 0.03% | +220.0% |
| Q1 2020 | $10,000 | – | 178 | – | 0.01% | – |
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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% |