ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,135 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.40 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $201,650 | -19.3% | 2,786 | -17.1% | 0.05% | -23.9% |
Q2 2023 | $249,823 | -17.0% | 3,361 | -18.8% | 0.07% | -27.6% |
Q1 2023 | $301,070 | -27.9% | 4,139 | -28.5% | 0.10% | -25.2% |
Q4 2022 | $417,603 | -9.6% | 5,792 | -17.3% | 0.13% | -32.1% |
Q3 2022 | $462,000 | -8.0% | 7,001 | -2.2% | 0.19% | -12.3% |
Q2 2022 | $502,000 | -27.9% | 7,156 | -20.2% | 0.22% | -14.1% |
Q1 2022 | $696,000 | -35.9% | 8,973 | -33.1% | 0.26% | -33.3% |
Q4 2021 | $1,085,000 | +10.3% | 13,419 | +0.2% | 0.38% | -1.5% |
Q3 2021 | $984,000 | -34.9% | 13,395 | -34.8% | 0.39% | -33.2% |
Q2 2021 | $1,512,000 | -64.8% | 20,548 | -66.9% | 0.58% | -67.2% |
Q1 2021 | $4,291,000 | -52.5% | 62,022 | -53.4% | 1.78% | -53.4% |
Q4 2020 | $9,040,000 | +9.1% | 133,190 | +2.5% | 3.82% | +0.7% |
Q3 2020 | $8,283,000 | -36.4% | 129,974 | -39.5% | 3.80% | -32.9% |
Q2 2020 | $13,019,000 | +10.1% | 214,726 | -1.9% | 5.66% | -8.7% |
Q1 2020 | $11,827,000 | +120.5% | 218,983 | +167.8% | 6.19% | +189.4% |
Q4 2019 | $5,364,000 | – | 81,768 | – | 2.14% | – |
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% |