ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 697 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 2.04 and the average weighting 1.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $28,882 | +15.2% | 344 | +14.7% | 0.00% | 0.0% |
| Q1 2024 | $25,074 | -18.4% | 300 | -23.9% | 0.00% | 0.0% |
| Q4 2023 | $30,744 | +7.8% | 394 | 0.0% | 0.00% | 0.0% |
| Q3 2023 | $28,518 | +18.8% | 394 | +22.0% | 0.00% | 0.0% |
| Q2 2023 | $24,009 | -9.8% | 323 | -11.7% | 0.00% | 0.0% |
| Q1 2023 | $26,623 | +33600.0% | 366 | -66.6% | 0.00% | -66.7% |
| Q4 2022 | $79 | -99.9% | 1,096 | +8.7% | 0.00% | 0.0% |
| Q3 2022 | $67,000 | -8.2% | 1,008 | -2.7% | 0.00% | 0.0% |
| Q2 2022 | $73,000 | -53.2% | 1,036 | -48.4% | 0.00% | -50.0% |
| Q1 2022 | $156,000 | -40.2% | 2,008 | -37.7% | 0.01% | -40.0% |
| Q4 2021 | $261,000 | +252.7% | 3,225 | +222.5% | 0.01% | +233.3% |
| Q3 2021 | $74,000 | 0.0% | 1,000 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $74,000 | -18.7% | 1,000 | -25.0% | 0.00% | -40.0% |
| Q4 2020 | $91,000 | +2933.3% | 1,334 | +2325.5% | 0.01% | – |
| Q2 2020 | $3,000 | -97.9% | 55 | -97.5% | 0.00% | -100.0% |
| Q4 2019 | $143,000 | +6.7% | 2,176 | +4.2% | 0.01% | 0.0% |
| Q3 2019 | $134,000 | +3.9% | 2,089 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $129,000 | -99.9% | 2,089 | -19.3% | 0.01% | -18.2% |
| Q1 2019 | $152,233,000 | +54.9% | 2,589 | +38.1% | 0.01% | +37.5% |
| Q4 2018 | $98,250,000 | -54.1% | 1,875 | -50.0% | 0.01% | -50.0% |
| Q3 2018 | $213,900,000 | -46.4% | 3,750 | -50.0% | 0.02% | -50.0% |
| Q2 2018 | $398,700,000 | +2.4% | 7,500 | 0.0% | 0.03% | 0.0% |
| Q1 2018 | $389,475,000 | -1.6% | 7,500 | 0.0% | 0.03% | -3.0% |
| Q4 2017 | $395,850,000 | +14.2% | 7,500 | 0.0% | 0.03% | -25.0% |
| Q2 2016 | $346,575,000 | – | 7,500 | – | 0.04% | – |
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% |