ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 103 filers reported holding ISHARES TR in Q1 2014. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $704,000 | -16.8% | 10,655 | -11.5% | 0.02% | -10.5% |
| Q2 2022 | $846,000 | +7.4% | 12,045 | +18.6% | 0.02% | +26.7% |
| Q1 2022 | $788,000 | +95.0% | 10,154 | +103.3% | 0.02% | +87.5% |
| Q4 2021 | $404,000 | +122.0% | 4,995 | +101.8% | 0.01% | +166.7% |
| Q3 2021 | $182,000 | -58.2% | 2,475 | -49.8% | 0.00% | -57.1% |
| Q2 2021 | $435,000 | +154.4% | 4,930 | +99.2% | 0.01% | +133.3% |
| Q1 2021 | $171,000 | +1.8% | 2,475 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $168,000 | +6.3% | 2,475 | 0.0% | 0.00% | -25.0% |
| Q3 2020 | $158,000 | +5.3% | 2,475 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $150,000 | -2.0% | 2,475 | -12.4% | 0.00% | -20.0% |
| Q1 2020 | $153,000 | +26.4% | 2,825 | +52.7% | 0.01% | +66.7% |
| Q4 2019 | $121,000 | +1.7% | 1,850 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $119,000 | +4.4% | 1,850 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $114,000 | +442.9% | 1,850 | +428.6% | 0.00% | +200.0% |
| Q1 2019 | $21,000 | +16.7% | 350 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $18,000 | -10.0% | 350 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $20,000 | -60.8% | 350 | -63.2% | 0.00% | -50.0% |
| Q2 2018 | $51,000 | -7.3% | 950 | -9.5% | 0.00% | 0.0% |
| Q1 2018 | $55,000 | -9.8% | 1,050 | -8.7% | 0.00% | 0.0% |
| Q4 2017 | $61,000 | +5.2% | 1,150 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $58,000 | -1.7% | 1,150 | -4.2% | 0.00% | 0.0% |
| Q2 2017 | $59,000 | -7.8% | 1,200 | -11.1% | 0.00% | 0.0% |
| Q1 2017 | $64,000 | -8.6% | 1,350 | -12.9% | 0.00% | 0.0% |
| Q4 2016 | $70,000 | -16.7% | 1,550 | -16.2% | 0.00% | -33.3% |
| Q3 2016 | $84,000 | -6.7% | 1,850 | -5.1% | 0.00% | 0.0% |
| Q2 2016 | $90,000 | -27.4% | 1,950 | -30.7% | 0.00% | -25.0% |
| Q1 2016 | $124,000 | -34.4% | 2,812 | -37.7% | 0.00% | -42.9% |
| Q4 2015 | $189,000 | +1.6% | 4,512 | -4.0% | 0.01% | 0.0% |
| Q3 2015 | $186,000 | -2.1% | 4,700 | 0.0% | 0.01% | +16.7% |
| Q2 2015 | $190,000 | -2.1% | 4,700 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $194,000 | -4.0% | 4,700 | -6.0% | 0.01% | -14.3% |
| Q4 2014 | $202,000 | +7.4% | 5,000 | 0.0% | 0.01% | +16.7% |
| Q3 2014 | $188,000 | -4.1% | 5,000 | -5.0% | 0.01% | 0.0% |
| Q2 2014 | $196,000 | -25.2% | 5,265 | -27.7% | 0.01% | -33.3% |
| Q1 2014 | $262,000 | – | 7,280 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shelter Ins Retirement Plan | 1,651,500 | $112,054,000 | 56.30% |
| Financial Advisors, LLC | 912,739 | $61,957,000 | 27.53% |
| Personal Wealth Partners | 825,808 | $56,056,000 | 26.21% |
| Syverson Strege & Co | 399,620 | $27,126,000 | 25.89% |
| Sanford Advisory Services, LLC | 1,149,482 | $78,022,000 | 24.92% |
| ACT Advisors, LLC. | 397,566 | $26,987,000 | 24.46% |
| Cassia Capital Partners, LLC | 362,961 | $24,638,000 | 23.80% |
| Legacy Financial Advisors, Inc. | 1,238,301 | $84,055,000 | 23.76% |
| Wells Financial Advisors INC | 408,991 | $27,762,000 | 23.73% |
| Monterey Private Wealth, Inc. | 594,873 | $40,380,000 | 23.28% |