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 | $17,909 | -17.5% | 213 | -17.8% | 0.00% | -33.3% |
| Q1 2024 | $21,704 | -97.2% | 259 | -97.4% | 0.00% | -97.1% |
| Q4 2023 | $766,855 | +1121.7% | 9,828 | +1033.6% | 0.10% | +930.0% |
| Q3 2023 | $62,767 | -59.2% | 867 | -58.1% | 0.01% | -58.3% |
| Q2 2023 | $153,957 | +121.8% | 2,071 | +117.1% | 0.02% | +100.0% |
| Q1 2023 | $69,417 | -5.5% | 954 | -6.3% | 0.01% | -7.7% |
| Q4 2022 | $73,423 | -0.8% | 1,018 | -9.1% | 0.01% | -13.3% |
| Q3 2022 | $74,000 | +572.7% | 1,120 | +582.9% | 0.02% | +650.0% |
| Q2 2022 | $11,000 | -97.8% | 164 | -97.5% | 0.00% | -97.9% |
| Q1 2022 | $506,000 | – | 6,526 | – | 0.09% | – |
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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% |