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 | $175 | +4.2% | 2,078 | +3.5% | 0.09% | -10.9% |
Q1 2024 | $168 | +7.7% | 2,007 | +0.2% | 0.10% | -3.8% |
Q4 2023 | $156 | +7.6% | 2,002 | -0.1% | 0.10% | -2.8% |
Q3 2023 | $145 | -1.4% | 2,005 | +0.8% | 0.11% | -1.8% |
Q2 2023 | $147 | +1.4% | 1,990 | +0.3% | 0.11% | -7.6% |
Q1 2023 | $145 | +1.4% | 1,985 | +0.2% | 0.12% | -5.6% |
Q4 2022 | $143 | -99.9% | 1,981 | +0.3% | 0.13% | -0.8% |
Q3 2022 | $131,000 | -5.8% | 1,976 | +0.3% | 0.13% | 0.0% |
Q2 2022 | $139,000 | -4.1% | 1,971 | +5.5% | 0.13% | +10.4% |
Q1 2022 | $145,000 | – | 1,868 | – | 0.12% | – |
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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% |