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 | ||||
---|---|---|---|---|---|---|
Q2 2024 | $630,877 | +0.5% | 7,514 | 0.0% | 0.02% | -6.2% |
Q1 2024 | $628,021 | +1155.6% | 7,514 | +1072.2% | 0.02% | +1500.0% |
Q4 2023 | $50,018 | +7.8% | 641 | 0.0% | 0.00% | 0.0% |
Q3 2023 | $46,396 | -2.6% | 641 | 0.0% | 0.00% | 0.0% |
Q2 2023 | $47,646 | -19.9% | 641 | -21.6% | 0.00% | -50.0% |
Q1 2023 | $59,502 | +4.4% | 818 | -4.4% | 0.00% | 0.0% |
Q3 2022 | $57,000 | -5.0% | 856 | 0.0% | 0.00% | 0.0% |
Q2 2022 | $60,000 | -9.1% | 856 | 0.0% | 0.00% | 0.0% |
Q1 2022 | $66,000 | +560.0% | 856 | +409.5% | 0.00% | +100.0% |
Q2 2020 | $10,000 | -54.5% | 168 | -59.1% | 0.00% | 0.0% |
Q1 2020 | $22,000 | -18.5% | 411 | 0.0% | 0.00% | 0.0% |
Q4 2019 | $27,000 | +68.8% | 411 | +69.1% | 0.00% | 0.0% |
Q3 2019 | $16,000 | +6.7% | 243 | 0.0% | 0.00% | 0.0% |
Q2 2019 | $15,000 | +50.0% | 243 | +22.7% | 0.00% | 0.0% |
Q2 2017 | $10,000 | +11.1% | 198 | 0.0% | 0.00% | 0.0% |
Q1 2017 | $9,000 | 0.0% | 198 | 0.0% | 0.00% | 0.0% |
Q4 2016 | $9,000 | 0.0% | 198 | 0.0% | 0.00% | 0.0% |
Q3 2016 | $9,000 | 0.0% | 198 | 0.0% | 0.00% | 0.0% |
Q2 2016 | $9,000 | 0.0% | 198 | 0.0% | 0.00% | 0.0% |
Q1 2016 | $9,000 | +12.5% | 198 | 0.0% | 0.00% | 0.0% |
Q4 2015 | $8,000 | 0.0% | 198 | 0.0% | 0.00% | 0.0% |
Q3 2015 | $8,000 | – | 198 | – | 0.00% | – |
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% |