ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,202 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is 0.32 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $279,401 | -25.2% | 3,289 | -26.4% | 0.03% | -29.5% |
Q1 2024 | $373,435 | -12.0% | 4,468 | -17.8% | 0.04% | -26.7% |
Q4 2023 | $424,250 | -4.4% | 5,437 | -10.9% | 0.06% | -33.3% |
Q3 2023 | $443,952 | -16.6% | 6,101 | -14.8% | 0.09% | -11.8% |
Q2 2023 | $532,426 | -0.6% | 7,163 | -2.7% | 0.10% | -40.4% |
Q1 2023 | $535,439 | -1.0% | 7,361 | -1.9% | 0.17% | -16.6% |
Q4 2022 | $541,000 | – | 7,500 | – | 0.20% | – |
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% |