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 | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $13,310,000 | +12.7% | 181,063 | +5.6% | 3.51% | +2.1% |
| Q1 2021 | $11,812,000 | -37.0% | 171,390 | -37.9% | 3.44% | -40.2% |
| Q4 2020 | $18,737,000 | -9.4% | 275,979 | -14.9% | 5.75% | -22.1% |
| Q3 2020 | $20,678,000 | -11.4% | 324,345 | -15.8% | 7.38% | -16.6% |
| Q2 2020 | $23,345,000 | +27.5% | 385,249 | +13.6% | 8.85% | +15.4% |
| Q1 2020 | $18,308,000 | +5.5% | 339,103 | +28.3% | 7.67% | +1.1% |
| Q4 2019 | $17,357,000 | +57.1% | 264,329 | +53.3% | 7.59% | +41.0% |
| Q3 2019 | $11,051,000 | +20.7% | 172,420 | +15.2% | 5.38% | +10.5% |
| Q2 2019 | $9,157,000 | +10.3% | 149,717 | +6.0% | 4.87% | +2.2% |
| Q1 2019 | $8,305,000 | -8.8% | 141,302 | -18.8% | 4.77% | -16.1% |
| Q4 2018 | $9,107,000 | +74.6% | 174,084 | +89.9% | 5.68% | +66.0% |
| Q3 2018 | $5,216,000 | +582.7% | 91,661 | +535.2% | 3.42% | +504.1% |
| Q2 2018 | $764,000 | -0.7% | 14,430 | -2.7% | 0.57% | +14.8% |
| Q1 2018 | $769,000 | +56.3% | 14,832 | +61.6% | 0.49% | +73.3% |
| Q4 2017 | $492,000 | – | 9,178 | – | 0.28% | – |
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% |