ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,202 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is 0.32 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $7,457,321 | +7.1% | 88,820 | +6.6% | 0.27% | +2.7% |
| Q1 2024 | $6,963,417 | +12.9% | 83,314 | +5.4% | 0.26% | +4.4% |
| Q4 2023 | $6,168,279 | +26.2% | 79,050 | +17.6% | 0.25% | +17.8% |
| Q3 2023 | $4,889,611 | +26.6% | 67,203 | +29.4% | 0.21% | +32.9% |
| Q2 2023 | $3,860,902 | +4.9% | 51,943 | +2.7% | 0.16% | -2.4% |
| Q1 2023 | $3,678,885 | +11.5% | 50,576 | +10.5% | 0.16% | +6.5% |
| Q4 2022 | $3,299,683 | +33.3% | 45,765 | +22.2% | 0.16% | +20.2% |
| Q3 2022 | $2,476,000 | -5.9% | 37,466 | 0.0% | 0.13% | -5.8% |
| Q2 2022 | $2,630,000 | -16.2% | 37,466 | -7.3% | 0.14% | +7.0% |
| Q1 2022 | $3,137,000 | -4.1% | 40,436 | +0.0% | 0.13% | -2.3% |
| Q4 2021 | $3,271,000 | +10.1% | 40,428 | +0.0% | 0.13% | -2.2% |
| Q3 2021 | $2,970,000 | -0.2% | 40,410 | 0.0% | 0.13% | -5.6% |
| Q2 2021 | $2,975,000 | +6.4% | 40,410 | +0.0% | 0.14% | -0.7% |
| Q1 2021 | $2,795,000 | +1.9% | 40,393 | 0.0% | 0.14% | -10.6% |
| Q4 2020 | $2,742,000 | +6.5% | 40,393 | +0.0% | 0.16% | -10.1% |
| Q3 2020 | $2,574,000 | +5.1% | 40,381 | +0.0% | 0.18% | -3.8% |
| Q2 2020 | $2,448,000 | +7.6% | 40,369 | -4.1% | 0.18% | -12.7% |
| Q1 2020 | $2,275,000 | -17.5% | 42,114 | +0.2% | 0.21% | -7.8% |
| Q4 2019 | $2,758,000 | +3.6% | 42,040 | +1.2% | 0.23% | -7.3% |
| Q3 2019 | $2,663,000 | +3.9% | 41,540 | 0.0% | 0.25% | +1.6% |
| Q2 2019 | $2,564,000 | +5.0% | 41,540 | 0.0% | 0.24% | -0.4% |
| Q1 2019 | $2,443,000 | +12.2% | 41,540 | 0.0% | 0.24% | +7.5% |
| Q4 2018 | $2,177,000 | -34.2% | 41,540 | -28.4% | 0.23% | -22.2% |
| Q3 2018 | $3,308,000 | +7.3% | 58,000 | 0.0% | 0.29% | +1.4% |
| Q2 2018 | $3,083,000 | +2.4% | 58,000 | 0.0% | 0.29% | 0.0% |
| Q1 2018 | $3,012,000 | -1.1% | 58,000 | +0.5% | 0.29% | -6.2% |
| Q4 2017 | $3,047,000 | +9.9% | 57,725 | +4.8% | 0.31% | -4.9% |
| Q3 2017 | $2,772,000 | – | 55,075 | – | 0.32% | – |
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% |