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 | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $24,000 | +33.3% | 339 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $18,000 | -94.3% | 339 | -94.4% | 0.00% | -94.5% |
| Q4 2018 | $316,000 | -22.5% | 6,030 | -15.8% | 0.06% | -1.8% |
| Q3 2018 | $408,000 | -18.6% | 7,160 | -24.0% | 0.06% | -23.3% |
| Q2 2018 | $501,000 | -41.9% | 9,423 | -43.3% | 0.07% | -43.0% |
| Q1 2018 | $862,000 | -85.4% | 16,608 | -85.5% | 0.13% | -85.2% |
| Q4 2017 | $5,924,000 | -9.2% | 114,519 | -11.6% | 0.86% | +10.8% |
| Q3 2017 | $6,521,000 | +11.1% | 129,532 | +8.0% | 0.78% | -11.6% |
| Q2 2017 | $5,867,000 | +5.3% | 119,916 | +2.7% | 0.88% | +12.1% |
| Q1 2017 | $5,570,000 | +10.6% | 116,727 | +4.8% | 0.79% | -7.8% |
| Q4 2016 | $5,036,000 | +2.4% | 111,369 | +2.9% | 0.86% | -4.7% |
| Q3 2016 | $4,916,000 | +13.1% | 108,212 | +15.1% | 0.90% | -4.1% |
| Q2 2016 | $4,345,000 | +9.6% | 94,028 | +4.2% | 0.94% | -2.4% |
| Q1 2016 | $3,965,000 | +8.0% | 90,248 | +2.8% | 0.96% | +15.8% |
| Q4 2015 | $3,671,000 | +5.1% | 87,780 | -0.5% | 0.83% | -3.0% |
| Q3 2015 | $3,493,000 | -0.3% | 88,225 | +1.5% | 0.85% | +8.8% |
| Q2 2015 | $3,505,000 | +11.2% | 86,926 | +13.8% | 0.78% | +10.4% |
| Q1 2015 | $3,152,000 | +7.5% | 76,394 | +5.5% | 0.71% | +2.2% |
| Q4 2014 | $2,932,000 | +9.0% | 72,442 | +1.4% | 0.70% | +3.4% |
| Q3 2014 | $2,691,000 | – | 71,425 | – | 0.67% | – |
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% |