ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 974 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.02 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $17,129,000 | -4.2% | 247,565 | -6.0% | 5.95% | -8.9% |
| Q4 2020 | $17,878,000 | -11.3% | 263,375 | -16.8% | 6.54% | -21.7% |
| Q3 2020 | $20,166,000 | +13.0% | 316,433 | +7.5% | 8.35% | +6.4% |
| Q2 2020 | $17,852,000 | +45.2% | 294,449 | +29.3% | 7.85% | +25.2% |
| Q1 2020 | $12,296,000 | -62.5% | 227,662 | -54.4% | 6.27% | -47.6% |
| Q4 2019 | $32,775,000 | +26.7% | 499,626 | +23.8% | 11.96% | +9.5% |
| Q3 2019 | $25,867,000 | +11.0% | 403,534 | +6.9% | 10.92% | +8.5% |
| Q2 2019 | $23,294,000 | -3.6% | 377,354 | -8.2% | 10.06% | -9.6% |
| Q1 2019 | $24,162,000 | +212.7% | 410,926 | +178.7% | 11.14% | +180.9% |
| Q4 2018 | $7,727,000 | -52.9% | 147,463 | -48.8% | 3.96% | -48.7% |
| Q3 2018 | $16,421,000 | +10.9% | 287,883 | +3.4% | 7.73% | +4.9% |
| Q2 2018 | $14,805,000 | +5.5% | 278,491 | +3.1% | 7.37% | +5.4% |
| Q1 2018 | $14,031,000 | -10.3% | 270,183 | -8.8% | 6.99% | -13.0% |
| Q4 2017 | $15,634,000 | +1.4% | 296,204 | -3.3% | 8.04% | -9.3% |
| Q3 2017 | $15,414,000 | -9.4% | 306,195 | -12.0% | 8.86% | -13.9% |
| Q2 2017 | $17,021,000 | +4.8% | 347,872 | +2.2% | 10.30% | +1.3% |
| Q1 2017 | $16,239,000 | +8.8% | 340,307 | +3.1% | 10.16% | +8.4% |
| Q4 2016 | $14,929,000 | +2.3% | 330,132 | +2.7% | 9.38% | +0.2% |
| Q3 2016 | $14,597,000 | -8.9% | 321,298 | -7.3% | 9.36% | -14.4% |
| Q2 2016 | $16,021,000 | +3.2% | 346,710 | -1.9% | 10.93% | -11.0% |
| Q1 2016 | $15,523,000 | +43.9% | 353,364 | +37.0% | 12.28% | +42.1% |
| Q4 2015 | $10,790,000 | – | 258,021 | – | 8.65% | – |
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% |