ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,014 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.24 and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $843,000 | +1.8% | 12,191 | 0.0% | 0.09% | -2.1% |
| Q4 2020 | $828,000 | +6.6% | 12,191 | 0.0% | 0.09% | -5.1% |
| Q3 2020 | $777,000 | +5.1% | 12,191 | 0.0% | 0.10% | -2.0% |
| Q2 2020 | $739,000 | +4.7% | 12,191 | -6.7% | 0.10% | -9.0% |
| Q1 2020 | $706,000 | -11.8% | 13,067 | +7.2% | 0.11% | +7.8% |
| Q4 2019 | $800,000 | +2.4% | 12,191 | 0.0% | 0.10% | -4.6% |
| Q3 2019 | $781,000 | +195.8% | 12,191 | +132.4% | 0.11% | +163.4% |
| Q3 2017 | $264,000 | -22.1% | 5,246 | -24.3% | 0.04% | -24.1% |
| Q2 2017 | $339,000 | +27.4% | 6,934 | +24.3% | 0.05% | +22.7% |
| Q1 2017 | $266,000 | -42.9% | 5,577 | -45.9% | 0.04% | -46.3% |
| Q4 2016 | $466,000 | -5.7% | 10,309 | -5.1% | 0.08% | -8.9% |
| Q3 2016 | $494,000 | -2.0% | 10,864 | -0.3% | 0.09% | -2.2% |
| Q2 2016 | $504,000 | -8.7% | 10,898 | -13.3% | 0.09% | -12.4% |
| Q1 2016 | $552,000 | +4.0% | 12,568 | -0.9% | 0.10% | +1.9% |
| Q4 2015 | $531,000 | +21.0% | 12,688 | +14.3% | 0.10% | +14.4% |
| Q3 2015 | $439,000 | -39.6% | 11,098 | -38.5% | 0.09% | -33.3% |
| Q2 2015 | $727,000 | -10.0% | 18,043 | -7.9% | 0.14% | -10.0% |
| Q1 2015 | $808,000 | +48.5% | 19,595 | +45.7% | 0.15% | +51.5% |
| Q4 2014 | $544,000 | – | 13,445 | – | 0.10% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Cassia Capital Partners, LLC | 382,000 | $27,649,146 | 22.63% |
| Financial Advisors, LLC | 1,084,310 | $78,482,329 | 19.43% |
| Wealth Advisors of Iowa, LLC | 327,608 | $23,712,270 | 16.68% |
| Sovereign Investment Advisors, LLC | 384,417 | $27,824,110 | 10.91% |
| Wells Financial Advisors INC | 190,211 | $13,767,467 | 10.70% |
| Halpern Financial, Inc. | 420,898 | $30,464,595 | 10.52% |
| GRAYHAWK INVESTMENT STRATEGIES INC. | 201,535 | $14,587,103 | 9.79% |
| Darrow Company, Inc. | 153,486 | $11,109,352 | 9.74% |
| Lowe Wealth Advisors, LLC | 249,740 | $18,076,145 | 9.61% |
| Adaptive Financial Consulting, LLC | 221,023 | $15,997,670 | 9.06% |