ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 154 filers reported holding ISHARES TR in Q1 2015. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $829,441 | -6.8% | 9,879 | -7.2% | 0.07% | -7.8% |
Q1 2024 | $889,626 | -20.6% | 10,644 | -25.9% | 0.08% | -18.9% |
Q4 2023 | $1,120,823 | +13.9% | 14,364 | +5.6% | 0.10% | +3.3% |
Q3 2023 | $984,368 | -3.8% | 13,600 | -1.2% | 0.09% | -1.1% |
Q2 2023 | $1,023,450 | -4.7% | 13,769 | -6.7% | 0.09% | -9.7% |
Q1 2023 | $1,073,788 | +40.1% | 14,762 | +38.8% | 0.10% | +32.1% |
Q4 2022 | $766,567 | +11.4% | 10,632 | +2.1% | 0.08% | +1.3% |
Q3 2022 | $688,000 | +31.3% | 10,410 | +39.5% | 0.08% | +37.5% |
Q2 2022 | $524,000 | -8.7% | 7,465 | +0.9% | 0.06% | +3.7% |
Q1 2022 | $574,000 | +36.0% | 7,402 | +41.8% | 0.05% | +42.1% |
Q4 2021 | $422,000 | -8.7% | 5,220 | -16.9% | 0.04% | -17.4% |
Q3 2021 | $462,000 | -6.9% | 6,285 | -6.8% | 0.05% | -9.8% |
Q2 2021 | $496,000 | +14.8% | 6,741 | +8.1% | 0.05% | +8.5% |
Q1 2021 | $432,000 | +42.6% | 6,237 | +39.6% | 0.05% | +34.3% |
Q4 2020 | $303,000 | +51.5% | 4,469 | +43.3% | 0.04% | +29.6% |
Q3 2019 | $200,000 | -12.3% | 3,118 | -15.5% | 0.03% | -12.9% |
Q2 2019 | $228,000 | +3.6% | 3,688 | -1.3% | 0.03% | 0.0% |
Q1 2019 | $220,000 | +9.5% | 3,738 | -2.6% | 0.03% | -3.1% |
Q4 2018 | $201,000 | -5.6% | 3,838 | +3.0% | 0.03% | +14.3% |
Q3 2018 | $213,000 | -7.0% | 3,728 | -14.0% | 0.03% | -15.2% |
Q4 2017 | $229,000 | -23.9% | 4,337 | -27.5% | 0.03% | -25.0% |
Q3 2017 | $301,000 | -15.4% | 5,984 | -17.8% | 0.04% | -18.5% |
Q2 2017 | $356,000 | -5.6% | 7,284 | -7.9% | 0.05% | -11.5% |
Q1 2017 | $377,000 | -6.5% | 7,905 | -11.2% | 0.06% | -11.6% |
Q4 2016 | $403,000 | -10.4% | 8,905 | -10.1% | 0.07% | -11.5% |
Q3 2016 | $450,000 | +19.0% | 9,905 | +21.0% | 0.08% | +11.4% |
Q2 2016 | $378,000 | -2.8% | 8,185 | -7.5% | 0.07% | -12.5% |
Q1 2016 | $389,000 | +5.1% | 8,844 | +0.0% | 0.08% | +2.6% |
Q4 2015 | $370,000 | +5.7% | 8,843 | +0.1% | 0.08% | -3.7% |
Q3 2015 | $350,000 | +8.0% | 8,838 | +10.0% | 0.08% | +17.4% |
Q2 2015 | $324,000 | -4.1% | 8,038 | -1.8% | 0.07% | -4.2% |
Q1 2015 | $338,000 | -47.0% | 8,184 | -48.1% | 0.07% | +4.3% |
Q4 2014 | $638,000 | +120.8% | 15,762 | +105.9% | 0.07% | +9.5% |
Q3 2014 | $289,000 | +1.4% | 7,657 | +0.1% | 0.06% | +1.6% |
Q2 2014 | $285,000 | -8.1% | 7,652 | -11.0% | 0.06% | -17.3% |
Q1 2014 | $310,000 | +4.7% | 8,596 | +3.0% | 0.08% | -1.3% |
Q4 2013 | $296,000 | +9.2% | 8,343 | +2.5% | 0.08% | -1.3% |
Q3 2013 | $271,000 | +10.6% | 8,140 | +8.3% | 0.08% | +6.9% |
Q2 2013 | $245,000 | – | 7,519 | – | 0.07% | – |
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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% |