ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 880 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 6.31 and the average weighting 2.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $260,276 | +0.5% | 3,100 | 0.0% | 0.01% | -10.0% |
| Q1 2024 | $259,098 | +4.5% | 3,100 | -2.5% | 0.01% | 0.0% |
| Q4 2023 | $247,979 | -20.5% | 3,178 | -26.3% | 0.01% | -23.1% |
| Q3 2023 | $311,958 | -32.1% | 4,310 | -30.3% | 0.01% | -27.8% |
| Q2 2023 | $459,582 | +2.2% | 6,183 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $449,751 | +100741.0% | 6,183 | 0.0% | 0.02% | -5.3% |
| Q4 2022 | $446 | -99.9% | 6,183 | -27.8% | 0.02% | -26.9% |
| Q3 2022 | $566,000 | -6.4% | 8,560 | -0.6% | 0.03% | 0.0% |
| Q2 2022 | $605,000 | -9.4% | 8,610 | 0.0% | 0.03% | +8.3% |
| Q1 2022 | $668,000 | -4.2% | 8,610 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $697,000 | +111.9% | 8,610 | +92.4% | 0.02% | +84.6% |
| Q3 2021 | $329,000 | 0.0% | 4,474 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $329,000 | +6.8% | 4,474 | +0.5% | 0.01% | -7.1% |
| Q1 2021 | $308,000 | -6.4% | 4,450 | -8.2% | 0.01% | -12.5% |
| Q4 2020 | $329,000 | +6.5% | 4,850 | 0.0% | 0.02% | -5.9% |
| Q3 2020 | $309,000 | -19.7% | 4,850 | -23.6% | 0.02% | -22.7% |
| Q2 2020 | $385,000 | -0.3% | 6,350 | -11.2% | 0.02% | -15.4% |
| Q1 2020 | $386,000 | -17.7% | 7,153 | 0.0% | 0.03% | +4.0% |
| Q4 2019 | $469,000 | +50.3% | 7,153 | +46.8% | 0.02% | +38.9% |
| Q3 2019 | $312,000 | – | 4,873 | – | 0.02% | – |
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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% |