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 | ||||
---|---|---|---|---|---|---|
Q1 2022 | $14,000 | 0.0% | 175 | 0.0% | 0.00% | – |
Q4 2021 | $14,000 | -36.4% | 175 | -41.3% | 0.00% | -100.0% |
Q3 2021 | $22,000 | -71.4% | 298 | -71.6% | 0.00% | -66.7% |
Q2 2021 | $77,000 | +541.7% | 1,051 | +500.6% | 0.00% | +200.0% |
Q1 2021 | $12,000 | 0.0% | 175 | 0.0% | 0.00% | 0.0% |
Q4 2020 | $12,000 | -88.8% | 175 | -89.6% | 0.00% | -80.0% |
Q3 2020 | $107,000 | +4.9% | 1,675 | 0.0% | 0.01% | -16.7% |
Q2 2020 | $102,000 | -17.1% | 1,675 | -26.4% | 0.01% | -25.0% |
Q1 2020 | $123,000 | -32.4% | 2,275 | -18.0% | 0.01% | -20.0% |
Q4 2019 | $182,000 | +2.2% | 2,775 | 0.0% | 0.01% | 0.0% |
Q3 2019 | $178,000 | +11.2% | 2,775 | +6.7% | 0.01% | 0.0% |
Q2 2019 | $160,000 | +4.6% | 2,600 | 0.0% | 0.01% | +11.1% |
Q1 2019 | $153,000 | -14.0% | 2,600 | -23.3% | 0.01% | -25.0% |
Q4 2018 | $178,000 | +423.5% | 3,391 | +465.2% | 0.01% | +500.0% |
Q3 2018 | $34,000 | +6.2% | 600 | 0.0% | 0.00% | 0.0% |
Q2 2018 | $32,000 | +3.2% | 600 | 0.0% | 0.00% | 0.0% |
Q1 2018 | $31,000 | -3.1% | 600 | 0.0% | 0.00% | 0.0% |
Q4 2017 | $32,000 | +6.7% | 600 | 0.0% | 0.00% | 0.0% |
Q3 2017 | $30,000 | – | 600 | – | 0.00% | – |
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% |