ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 969 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.09 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $2,211 | +7.8% | 28 | 0.0% | 0.00% | – |
| Q3 2023 | $2,051 | -94.0% | 28 | -93.9% | 0.00% | -100.0% |
| Q2 2023 | $33,986 | -0.1% | 457 | -2.4% | 0.01% | 0.0% |
| Q1 2023 | $34,011 | +1.3% | 468 | +0.4% | 0.01% | 0.0% |
| Q4 2022 | $33,573 | +15.8% | 466 | +7.1% | 0.01% | +20.0% |
| Q3 2022 | $29,000 | -3.3% | 435 | +3.3% | 0.01% | -16.7% |
| Q2 2022 | $30,000 | -9.1% | 421 | +0.2% | 0.01% | 0.0% |
| Q1 2022 | $33,000 | -2.9% | 420 | +0.2% | 0.01% | 0.0% |
| Q4 2021 | $34,000 | +9.7% | 419 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $31,000 | 0.0% | 419 | +0.2% | 0.01% | -14.3% |
| Q2 2021 | $31,000 | – | 418 | – | 0.01% | – |
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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% |