ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 467 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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $146,348,000 | +8.4% | 1,816,413 | -1.1% | 7.79% | +3.3% |
| Q3 2021 | $135,007,000 | -3.7% | 1,836,840 | -3.6% | 7.54% | -4.9% |
| Q2 2021 | $140,246,000 | +0.3% | 1,905,261 | -5.7% | 7.94% | -7.7% |
| Q1 2021 | $139,824,000 | +1.8% | 2,020,875 | -0.1% | 8.60% | -5.9% |
| Q4 2020 | $137,303,000 | +6.7% | 2,022,745 | +0.1% | 9.14% | -8.1% |
| Q3 2020 | $128,734,000 | +6.1% | 2,020,000 | +0.9% | 9.94% | -1.8% |
| Q2 2020 | $121,341,000 | +11.7% | 2,001,345 | -0.5% | 10.12% | -5.1% |
| Q1 2020 | $108,654,000 | -4.9% | 2,011,746 | +15.5% | 10.67% | +17.5% |
| Q4 2019 | $114,245,000 | -0.2% | 1,741,551 | -2.5% | 9.08% | -9.3% |
| Q3 2019 | $114,523,000 | +0.7% | 1,786,634 | -3.1% | 10.00% | +1.0% |
| Q2 2019 | $113,761,000 | +7.7% | 1,842,880 | +2.6% | 9.91% | +0.1% |
| Q1 2019 | $105,643,000 | +1.7% | 1,796,661 | -9.2% | 9.90% | -14.3% |
| Q4 2018 | $103,851,000 | -5.4% | 1,979,252 | +2.9% | 11.56% | -0.4% |
| Q3 2018 | $109,729,000 | +5.1% | 1,923,733 | -2.0% | 11.61% | +4.2% |
| Q2 2018 | $104,364,000 | +4.3% | 1,963,211 | +1.9% | 11.13% | +1.3% |
| Q1 2018 | $100,093,000 | +1.7% | 1,927,466 | +3.4% | 10.99% | +2.1% |
| Q4 2017 | $98,378,000 | +4.9% | 1,863,931 | +1.1% | 10.76% | +0.7% |
| Q3 2017 | $93,819,000 | +10.0% | 1,844,298 | +5.8% | 10.69% | +3.7% |
| Q2 2017 | $85,261,000 | +4.2% | 1,742,558 | +1.7% | 10.31% | -1.1% |
| Q1 2017 | $81,787,000 | +5.9% | 1,713,925 | +0.4% | 10.42% | -5.4% |
| Q4 2016 | $77,213,000 | -1.5% | 1,707,509 | -1.1% | 11.02% | -6.4% |
| Q3 2016 | $78,428,000 | +0.6% | 1,726,369 | +2.3% | 11.78% | -9.7% |
| Q2 2016 | $77,966,000 | -2.4% | 1,687,247 | -7.2% | 13.04% | -12.1% |
| Q1 2016 | $79,845,000 | +15.3% | 1,817,558 | +9.8% | 14.83% | +2.9% |
| Q4 2015 | $69,224,000 | +7.9% | 1,655,300 | +6.8% | 14.41% | +1.3% |
| Q3 2015 | $64,158,000 | +12.5% | 1,550,091 | +9.5% | 14.22% | +11.4% |
| Q2 2015 | $57,053,000 | +99.7% | 1,415,012 | +104.4% | 12.76% | +1.7% |
| Q1 2015 | $28,564,000 | +71.8% | 692,281 | +70.6% | 12.55% | +18.3% |
| Q4 2014 | $16,629,000 | -51.0% | 405,775 | -52.4% | 10.61% | +1.4% |
| Q3 2014 | $33,921,000 | -1.8% | 851,650 | -8.3% | 10.46% | +8.2% |
| Q2 2014 | $34,553,000 | +20.7% | 928,352 | +16.9% | 9.67% | +2.9% |
| Q1 2014 | $28,631,000 | +15.2% | 794,211 | +13.4% | 9.39% | +6.3% |
| Q4 2013 | $24,862,000 | +30.3% | 700,364 | +22.0% | 8.84% | +22.9% |
| Q3 2013 | $19,074,000 | – | 573,968 | +8.1% | 7.19% | – |
| Q2 2013 | $0 | – | 530,926 | – | 0.00% | – |
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% |