ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,113 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.50 and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2023 | $201,490 | -0.2% | 2,770 | -1.1% | 0.15% | -1.3% |
Q4 2022 | $201,880 | -10.3% | 2,800 | -12.5% | 0.15% | -15.6% |
Q2 2022 | $225,000 | -8.2% | 3,200 | +1.3% | 0.18% | +7.2% |
Q1 2022 | $245,000 | -4.3% | 3,160 | 0.0% | 0.17% | -0.6% |
Q4 2021 | $256,000 | +9.4% | 3,160 | -0.9% | 0.17% | -2.3% |
Q3 2021 | $234,000 | +2.6% | 3,190 | +2.9% | 0.17% | 0.0% |
Q2 2021 | $228,000 | -24.0% | 3,100 | -28.7% | 0.17% | -32.3% |
Q1 2021 | $300,000 | -2.3% | 4,345 | -3.9% | 0.25% | -14.5% |
Q4 2020 | $307,000 | – | 4,520 | – | 0.30% | – |
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% |