ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 959 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.03 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $1,440,000 | -69.5% | 19,559 | -71.4% | 0.42% | -64.5% |
| Q1 2021 | $4,727,000 | +18.7% | 68,318 | +16.4% | 1.20% | +10.0% |
| Q4 2020 | $3,983,000 | -1.8% | 58,683 | -7.7% | 1.09% | -23.6% |
| Q3 2020 | $4,054,000 | +4.8% | 63,606 | -0.4% | 1.42% | -2.5% |
| Q2 2020 | $3,870,000 | +11.4% | 63,831 | -0.8% | 1.46% | +8.6% |
| Q1 2020 | $3,474,000 | -18.1% | 64,321 | -0.6% | 1.35% | -57.8% |
| Q4 2019 | $4,244,000 | +2.2% | 64,694 | -0.2% | 3.19% | -0.7% |
| Q3 2019 | $4,154,000 | +3.3% | 64,802 | -0.5% | 3.21% | +3.5% |
| Q2 2019 | $4,020,000 | +4.6% | 65,119 | -0.4% | 3.10% | -9.1% |
| Q1 2019 | $3,844,000 | +10.7% | 65,372 | -1.4% | 3.41% | -1.8% |
| Q4 2018 | $3,474,000 | -8.4% | 66,305 | -0.3% | 3.47% | +4.1% |
| Q3 2018 | $3,793,000 | +4.8% | 66,497 | -2.4% | 3.34% | -8.0% |
| Q2 2018 | $3,621,000 | +4.2% | 68,115 | +1.8% | 3.62% | +0.1% |
| Q1 2018 | $3,475,000 | -10.7% | 66,911 | -9.2% | 3.62% | -4.0% |
| Q4 2017 | $3,890,000 | +7.1% | 73,706 | +2.1% | 3.77% | +1.4% |
| Q3 2017 | $3,633,000 | -1.2% | 72,161 | -4.0% | 3.72% | -1.4% |
| Q2 2017 | $3,678,000 | +2.5% | 75,166 | -0.1% | 3.77% | -5.0% |
| Q1 2017 | $3,589,000 | +1.8% | 75,206 | -3.6% | 3.97% | -5.2% |
| Q4 2016 | $3,526,000 | -28.4% | 77,977 | -28.0% | 4.19% | -23.3% |
| Q3 2016 | $4,922,000 | +1.2% | 108,352 | +3.0% | 5.46% | -0.9% |
| Q2 2016 | $4,862,000 | +11.6% | 105,212 | +6.1% | 5.51% | +8.0% |
| Q1 2016 | $4,355,000 | +0.3% | 99,137 | -4.6% | 5.10% | +6.0% |
| Q4 2015 | $4,344,000 | +5.1% | 103,867 | -0.5% | 4.82% | -9.7% |
| Q3 2015 | $4,134,000 | -7.8% | 104,422 | -6.1% | 5.33% | +0.3% |
| Q2 2015 | $4,484,000 | -5.9% | 111,201 | -3.7% | 5.32% | +4.5% |
| Q1 2015 | $4,763,000 | -15.1% | 115,436 | -16.7% | 5.09% | -19.6% |
| Q4 2014 | $5,612,000 | +9.6% | 138,641 | +2.1% | 6.33% | +1.8% |
| Q3 2014 | $5,119,000 | +0.8% | 135,846 | -0.4% | 6.22% | +1.4% |
| Q2 2014 | $5,077,000 | +3.3% | 136,411 | +0.1% | 6.14% | -1.1% |
| Q1 2014 | $4,913,000 | +17.8% | 136,290 | +16.1% | 6.20% | +10.3% |
| Q4 2013 | $4,169,000 | +10.3% | 117,435 | +3.2% | 5.62% | +8.6% |
| Q3 2013 | $3,780,000 | +50.8% | 113,755 | +47.9% | 5.18% | +24.7% |
| Q2 2013 | $2,506,000 | – | 76,935 | – | 4.15% | – |
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% |