ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 900 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.03 and the average weighting 1.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $1,096,000 | -63.3% | 20,300 | -55.5% | 0.01% | -59.3% |
| Q4 2019 | $2,989,000 | +55.4% | 45,570 | +51.9% | 0.03% | +50.0% |
| Q3 2019 | $1,923,000 | -42.3% | 30,000 | -44.4% | 0.02% | -45.5% |
| Q2 2019 | $3,333,000 | -5.4% | 54,000 | -9.8% | 0.03% | -5.7% |
| Q1 2019 | $3,522,000 | +14.0% | 59,895 | +1.6% | 0.04% | 0.0% |
| Q4 2018 | $3,089,000 | -5.0% | 58,955 | +3.4% | 0.04% | +9.4% |
| Q3 2018 | $3,251,000 | – | 57,000 | – | 0.03% | – |
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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% |