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 | $3,468,000 | +5.5% | 51,090 | -1.0% | 2.68% | +18.3% |
| Q3 2020 | $3,288,000 | +129.1% | 51,600 | +135.9% | 2.27% | +316.5% |
| Q4 2019 | $1,435,000 | +219.6% | 21,874 | +119.9% | 0.54% | +20.4% |
| Q4 2016 | $449,000 | -85.2% | 9,946 | -85.1% | 0.45% | -80.3% |
| Q3 2016 | $3,024,000 | +7.5% | 66,574 | +10.9% | 2.30% | -10.9% |
| Q2 2016 | $2,814,000 | -0.3% | 60,045 | -5.5% | 2.58% | -50.1% |
| Q1 2016 | $2,822,000 | -52.9% | 63,547 | -55.7% | 5.17% | +23.1% |
| Q4 2015 | $5,996,000 | +56.9% | 143,399 | +51.9% | 4.20% | +74.2% |
| Q4 2014 | $3,821,000 | – | 94,409 | – | 2.41% | – |
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% |