ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 967 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.03 and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $2,746,170 | -2.0% | 32,708 | -2.4% | 0.67% | +1.2% |
Q1 2024 | $2,801,774 | +2.0% | 33,522 | -4.8% | 0.66% | -6.8% |
Q4 2023 | $2,747,390 | +10.9% | 35,209 | +2.9% | 0.71% | -2.1% |
Q3 2023 | $2,477,350 | +1.1% | 34,227 | +3.8% | 0.73% | +4.6% |
Q2 2023 | $2,451,074 | +1.0% | 32,976 | -1.1% | 0.69% | -5.3% |
Q1 2023 | $2,425,820 | +0.5% | 33,349 | -0.4% | 0.73% | -3.7% |
Q4 2022 | $2,414,559 | +12.3% | 33,489 | +3.0% | 0.76% | -1.9% |
Q3 2022 | $2,150,000 | -8.0% | 32,524 | -2.2% | 0.78% | -4.2% |
Q2 2022 | $2,336,000 | -11.4% | 33,269 | -2.1% | 0.81% | -2.5% |
Q1 2022 | $2,637,000 | -8.4% | 33,990 | -4.5% | 0.83% | -6.0% |
Q4 2021 | $2,879,000 | +9.8% | 35,591 | -0.2% | 0.88% | -2.4% |
Q3 2021 | $2,621,000 | +1.1% | 35,666 | -4.8% | 0.91% | -10.6% |
Q1 2021 | $2,593,000 | -4.0% | 37,482 | -5.8% | 1.01% | -15.6% |
Q4 2020 | $2,701,000 | +1.8% | 39,793 | -4.4% | 1.20% | -15.3% |
Q3 2020 | $2,653,000 | +0.5% | 41,629 | -4.4% | 1.42% | -9.9% |
Q2 2020 | $2,640,000 | +10.6% | 43,551 | -1.5% | 1.57% | -14.6% |
Q1 2020 | $2,387,000 | -15.1% | 44,195 | +3.2% | 1.84% | +0.1% |
Q4 2019 | $2,810,000 | +3.3% | 42,828 | +0.9% | 1.84% | -4.5% |
Q3 2019 | $2,720,000 | +15.3% | 42,429 | +11.0% | 1.93% | +11.4% |
Q2 2019 | $2,360,000 | +10.9% | 38,229 | +5.6% | 1.73% | +12.6% |
Q1 2019 | $2,128,000 | +26.1% | 36,199 | +14.1% | 1.54% | +4.1% |
Q4 2018 | $1,687,000 | +2.5% | 31,721 | +9.9% | 1.47% | +11.8% |
Q3 2018 | $1,646,000 | +18.2% | 28,852 | +10.2% | 1.32% | +6.5% |
Q2 2018 | $1,392,000 | +3.0% | 26,186 | +0.6% | 1.24% | -1.0% |
Q1 2018 | $1,352,000 | -4.3% | 26,040 | -2.7% | 1.25% | -4.1% |
Q4 2017 | $1,413,000 | – | 26,763 | – | 1.30% | – |
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% |