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 | $22,325,876,000 | +2.3% | 322,675 | +0.3% | 3.03% | -2.0% |
| Q4 2020 | $21,829,119,000 | +106072.8% | 321,584 | -0.3% | 3.09% | -3.5% |
| Q3 2020 | $20,560,000 | +4.4% | 322,616 | -0.7% | 3.20% | -0.0% |
| Q2 2020 | $19,690,000 | +11.0% | 324,754 | -1.2% | 3.20% | -0.5% |
| Q1 2020 | $17,744,000 | -12.9% | 328,540 | +5.8% | 3.22% | +7.2% |
| Q4 2019 | $20,365,000 | +1.6% | 310,436 | -0.7% | 3.00% | -4.3% |
| Q3 2019 | $20,048,000 | +2.5% | 312,766 | -1.2% | 3.14% | +0.8% |
| Q2 2019 | $19,550,000 | +155.8% | 316,706 | +143.6% | 3.11% | +144.4% |
| Q1 2019 | $7,644,000 | +5.9% | 130,008 | -5.6% | 1.27% | -4.8% |
| Q4 2018 | $7,219,000 | -14.5% | 137,771 | -6.9% | 1.34% | -2.8% |
| Q3 2018 | $8,440,000 | +5.8% | 147,958 | -1.4% | 1.38% | +6.4% |
| Q2 2018 | $7,976,000 | +3.3% | 150,032 | +0.9% | 1.29% | +4.4% |
| Q1 2018 | $7,718,000 | -7.7% | 148,626 | -6.1% | 1.24% | -2.7% |
| Q4 2017 | $8,358,000 | +1.1% | 158,361 | -3.6% | 1.27% | -2.3% |
| Q3 2017 | $8,267,000 | +3.3% | 164,227 | +0.4% | 1.30% | +0.8% |
| Q2 2017 | $8,002,000 | -0.6% | 163,532 | -3.0% | 1.29% | -0.6% |
| Q1 2017 | $8,048,000 | +6.4% | 168,657 | +0.8% | 1.30% | +2.9% |
| Q4 2016 | $7,566,000 | -7.5% | 167,305 | -7.0% | 1.26% | -6.2% |
| Q3 2016 | $8,176,000 | -5.6% | 179,961 | -4.0% | 1.35% | -6.7% |
| Q2 2016 | $8,662,000 | -4.9% | 187,444 | -9.6% | 1.44% | -3.0% |
| Q1 2016 | $9,112,000 | – | 207,421 | – | 1.49% | – |
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% |