ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 468 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 1.02 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $225,608 | -4.6% | 3,117 | -2.0% | 0.03% | 0.0% |
| Q2 2023 | $236,518 | -89.0% | 3,182 | -89.2% | 0.03% | -89.1% |
| Q1 2023 | $2,144,084 | +100798.1% | 29,476 | 0.0% | 0.28% | -1.1% |
| Q4 2022 | $2,125 | -99.9% | 29,476 | +3.3% | 0.28% | +5.3% |
| Q3 2022 | $1,886,000 | +94200.0% | 28,525 | +89040.6% | 0.26% | – |
| Q3 2018 | $2,000 | 0.0% | 32 | 0.0% | 0.00% | – |
| Q2 2018 | $2,000 | 0.0% | 32 | -27.3% | 0.00% | – |
| Q1 2018 | $2,000 | -86.7% | 44 | -84.3% | 0.00% | -100.0% |
| Q4 2017 | $15,000 | – | 280 | – | 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% |