ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 612 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 0.11 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $205,030 | +0.5% | 2,442 | 0.0% | 0.02% | 0.0% |
| Q1 2024 | $204,102 | -40.8% | 2,442 | -51.9% | 0.02% | -56.8% |
| Q4 2020 | $345,000 | +6.5% | 5,082 | 0.0% | 0.04% | -4.3% |
| Q3 2020 | $324,000 | +5.2% | 5,082 | 0.0% | 0.05% | +2.2% |
| Q2 2020 | $308,000 | +12.4% | 5,082 | 0.0% | 0.04% | -8.2% |
| Q1 2020 | $274,000 | -17.7% | 5,082 | 0.0% | 0.05% | +4.3% |
| Q4 2019 | $333,000 | +2.1% | 5,082 | 0.0% | 0.05% | -4.1% |
| Q3 2019 | $326,000 | +3.8% | 5,082 | 0.0% | 0.05% | -16.9% |
| Q2 2019 | $314,000 | +5.0% | 5,082 | 0.0% | 0.06% | 0.0% |
| Q1 2019 | $299,000 | +12.4% | 5,082 | 0.0% | 0.06% | -1.7% |
| Q4 2018 | $266,000 | -8.3% | 5,082 | 0.0% | 0.06% | +5.3% |
| Q3 2018 | $290,000 | +7.4% | 5,082 | 0.0% | 0.06% | 0.0% |
| Q2 2018 | $270,000 | +2.3% | 5,082 | 0.0% | 0.06% | -1.7% |
| Q1 2018 | $264,000 | -1.5% | 5,082 | 0.0% | 0.06% | +1.8% |
| Q4 2017 | $268,000 | +4.7% | 5,082 | 0.0% | 0.06% | -1.7% |
| Q3 2017 | $256,000 | +2.8% | 5,082 | 0.0% | 0.06% | -1.7% |
| Q2 2017 | $249,000 | +2.5% | 5,082 | 0.0% | 0.06% | 0.0% |
| Q1 2017 | $243,000 | +5.7% | 5,082 | 0.0% | 0.06% | 0.0% |
| Q4 2016 | $230,000 | -0.4% | 5,082 | 0.0% | 0.06% | -4.8% |
| Q3 2016 | $231,000 | -1.7% | 5,082 | 0.0% | 0.06% | -7.5% |
| Q2 2016 | $235,000 | – | 5,082 | – | 0.07% | – |
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% |