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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $25,594 | -96.2% | 328 | -96.5% | 0.01% | -97.5% |
| Q3 2023 | $679,938 | +2688.9% | 9,394 | +2764.0% | 0.28% | +6875.0% |
| Q2 2023 | $24,380 | +2.2% | 328 | 0.0% | 0.00% | +33.3% |
| Q1 2023 | $23,859 | +0.9% | 328 | 0.0% | 0.00% | -25.0% |
| Q4 2022 | $23,649 | -88.6% | 328 | -91.4% | 0.00% | -96.3% |
| Q1 2020 | $207,000 | -17.5% | 3,829 | 0.0% | 0.11% | -29.9% |
| Q4 2019 | $251,000 | +2.4% | 3,829 | 0.0% | 0.15% | -1.3% |
| Q3 2019 | $245,000 | +3.8% | 3,829 | 0.0% | 0.16% | +47.2% |
| Q2 2019 | $236,000 | +4.9% | 3,829 | 0.0% | 0.11% | -34.2% |
| Q1 2019 | $225,000 | – | 3,829 | – | 0.16% | – |
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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% |