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 | $107,514,000 | +3954.1% | 1,583,887 | +3817.5% | 2.25% | +2297.9% |
| Q4 2019 | $2,652,000 | -39.0% | 40,431 | -40.4% | 0.09% | -44.0% |
| Q3 2019 | $4,346,000 | +92.0% | 67,801 | +84.9% | 0.17% | +76.8% |
| Q2 2019 | $2,263,000 | +0.2% | 36,664 | -4.6% | 0.10% | -4.0% |
| Q1 2019 | $2,259,000 | -38.3% | 38,422 | -40.2% | 0.10% | -38.5% |
| Q4 2018 | $3,662,000 | 0.0% | 64,209 | 0.0% | 0.16% | 0.0% |
| Q3 2018 | $3,662,000 | +37.0% | 64,209 | +27.7% | 0.16% | +25.8% |
| Q2 2018 | $2,673,000 | -35.0% | 50,288 | -36.5% | 0.13% | -46.9% |
| Q1 2018 | $4,112,000 | +2.4% | 79,175 | +4.1% | 0.24% | -8.7% |
| Q4 2017 | $4,016,000 | +31.9% | 76,082 | +25.8% | 0.26% | +13.3% |
| Q3 2017 | $3,044,000 | +12.6% | 60,470 | +9.4% | 0.23% | -4.9% |
| Q2 2017 | $2,704,000 | +12.3% | 55,267 | +9.5% | 0.24% | -7.5% |
| Q1 2017 | $2,408,000 | -37.5% | 50,470 | -40.7% | 0.26% | -48.6% |
| Q4 2016 | $3,851,000 | -45.6% | 85,159 | -45.3% | 0.52% | -50.9% |
| Q3 2016 | $7,077,000 | +38.1% | 155,769 | +40.5% | 1.05% | +20.7% |
| Q2 2016 | $5,123,000 | +71.7% | 110,863 | +63.2% | 0.87% | +68.3% |
| Q1 2016 | $2,984,000 | +189.1% | 67,933 | +175.3% | 0.52% | +97.3% |
| Q4 2015 | $1,032,000 | +199.1% | 24,673 | +183.4% | 0.26% | +138.2% |
| Q3 2015 | $345,000 | -26.9% | 8,705 | -25.7% | 0.11% | -16.7% |
| Q2 2015 | $472,000 | – | 11,712 | – | 0.13% | – |
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% |