ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,054 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.09 and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $2,133,927 | -0.1% | 25,416 | -0.6% | 0.49% | -1.0% |
Q1 2024 | $2,136,973 | +7.1% | 25,568 | 0.0% | 0.49% | +4.0% |
Q4 2023 | $1,995,071 | +7.8% | 25,568 | -0.0% | 0.47% | -3.3% |
Q3 2023 | $1,851,408 | -35.1% | 25,579 | -33.3% | 0.49% | -34.1% |
Q2 2023 | $2,850,984 | +0.7% | 38,356 | -1.4% | 0.74% | -5.1% |
Q1 2023 | $2,830,473 | +1.0% | 38,912 | +0.1% | 0.78% | -4.9% |
Q4 2022 | $2,802,344 | -3.2% | 38,867 | -11.2% | 0.82% | -10.7% |
Q3 2022 | $2,894,000 | -8.0% | 43,786 | -2.2% | 0.92% | -6.5% |
Q2 2022 | $3,145,000 | +29.8% | 44,792 | +43.4% | 0.99% | +51.9% |
Q1 2022 | $2,423,000 | -4.3% | 31,232 | -0.2% | 0.65% | -38.2% |
Q4 2021 | $2,532,000 | – | 31,295 | – | 1.05% | – |
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% |