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 | $158,000 | +426.7% | 2,327 | +389.9% | 0.03% | +328.6% |
| Q3 2020 | $30,000 | +3.4% | 475 | 0.0% | 0.01% | -12.5% |
| Q2 2020 | $29,000 | -3.3% | 475 | -12.0% | 0.01% | -20.0% |
| Q1 2020 | $30,000 | -77.6% | 540 | -73.3% | 0.01% | -70.6% |
| Q4 2019 | $134,000 | +15.5% | 2,020 | +13.1% | 0.03% | +6.2% |
| Q3 2019 | $116,000 | +3.6% | 1,786 | 0.0% | 0.03% | +3.2% |
| Q2 2019 | $112,000 | +5.7% | 1,786 | 0.0% | 0.03% | +3.3% |
| Q1 2019 | $106,000 | +15.2% | 1,786 | +3.5% | 0.03% | -3.2% |
| Q4 2018 | $92,000 | -8.0% | 1,726 | 0.0% | 0.03% | +3.3% |
| Q3 2018 | $100,000 | +16.3% | 1,726 | +10.2% | 0.03% | +11.1% |
| Q2 2018 | $86,000 | -99.9% | 1,566 | 0.0% | 0.03% | +3.8% |
| Q1 2018 | $81,272,000 | -44.9% | 1,566 | -44.0% | 0.03% | -44.7% |
| Q4 2017 | $147,522,000 | -2.5% | 2,796 | -7.0% | 0.05% | -6.0% |
| Q3 2017 | $151,374,000 | -61.1% | 3,008 | -62.3% | 0.05% | -53.3% |
| Q2 2017 | $389,594,000 | -17.3% | 7,987 | -19.1% | 0.11% | -27.7% |
| Q1 2017 | $470,856,000 | -73.2% | 9,868 | -74.6% | 0.15% | -72.5% |
| Q4 2016 | $1,754,628,000 | -60.1% | 38,802 | -59.5% | 0.54% | -14.3% |
| Q3 2016 | $4,395,264,000 | +94.0% | 95,902 | +95.6% | 0.63% | -7.1% |
| Q2 2016 | $2,265,724,000 | +15.4% | 49,032 | +9.7% | 0.68% | +14.4% |
| Q1 2016 | $1,963,012,000 | +1080.9% | 44,685 | +1023.9% | 0.59% | +1133.3% |
| Q4 2015 | $166,236,000 | – | 3,976 | – | 0.05% | – |
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% |