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 | ||||
---|---|---|---|---|---|---|
Q2 2024 | $757,000 | +0.7% | 9,016 | +0.3% | 0.48% | -4.6% |
Q1 2024 | $752,000 | +2.0% | 8,991 | -4.8% | 0.50% | -8.2% |
Q4 2023 | $737,000 | +4.5% | 9,444 | -3.0% | 0.55% | -7.9% |
Q3 2023 | $705,000 | -4.3% | 9,736 | -1.8% | 0.60% | -4.5% |
Q2 2023 | $737,000 | +1.8% | 9,911 | -0.4% | 0.62% | -6.3% |
Q1 2023 | $724,000 | – | 9,952 | – | 0.67% | – |
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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% |