ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,141 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 1.49 and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $462,710 | -8.4% | 5,511 | -8.8% | 0.04% | -14.3% |
Q1 2024 | $505,024 | -70.2% | 6,042 | -72.2% | 0.05% | -68.6% |
Q4 2023 | $1,693,586 | -27.8% | 21,704 | -33.0% | 0.16% | -26.8% |
Q3 2023 | $2,346,072 | -9.4% | 32,413 | -7.0% | 0.21% | -4.1% |
Q2 2023 | $2,590,080 | +2.9% | 34,846 | +0.7% | 0.22% | -3.5% |
Q1 2023 | $2,517,079 | +15.8% | 34,604 | +14.8% | 0.23% | +7.5% |
Q4 2022 | $2,173,990 | +16.5% | 30,152 | +6.8% | 0.21% | +15.1% |
Q3 2022 | $1,866,000 | +5.8% | 28,236 | +12.5% | 0.19% | +7.5% |
Q2 2022 | $1,763,000 | -20.0% | 25,104 | -11.7% | 0.17% | +25.4% |
Q1 2022 | $2,204,000 | -4.9% | 28,415 | -0.8% | 0.14% | -3.5% |
Q4 2021 | $2,318,000 | +98.0% | 28,650 | +79.9% | 0.14% | +76.5% |
Q3 2021 | $1,171,000 | -2.4% | 15,928 | -2.3% | 0.08% | +1.2% |
Q2 2021 | $1,200,000 | -34.5% | 16,302 | -38.5% | 0.08% | -38.5% |
Q1 2021 | $1,833,000 | -30.3% | 26,488 | -31.6% | 0.13% | -38.7% |
Q4 2020 | $2,631,000 | +3.8% | 38,753 | -2.6% | 0.21% | -2.3% |
Q3 2020 | $2,535,000 | +0.3% | 39,771 | -4.6% | 0.22% | +6.4% |
Q2 2020 | $2,528,000 | +99.7% | 41,687 | +77.8% | 0.20% | +74.4% |
Q1 2020 | $1,266,000 | +44.5% | 23,440 | +75.6% | 0.12% | +58.1% |
Q4 2019 | $876,000 | +62.5% | 13,352 | +58.7% | 0.07% | +48.0% |
Q3 2019 | $539,000 | -6.4% | 8,413 | -9.9% | 0.05% | -21.9% |
Q2 2019 | $576,000 | +1209.1% | 9,339 | +1155.2% | 0.06% | +1180.0% |
Q1 2019 | $44,000 | +25.7% | 744 | +10.9% | 0.01% | 0.0% |
Q4 2018 | $35,000 | -31.4% | 671 | -24.7% | 0.01% | -16.7% |
Q3 2018 | $51,000 | -37.8% | 891 | -42.5% | 0.01% | -45.5% |
Q2 2018 | $82,000 | +485.7% | 1,549 | +486.7% | 0.01% | +450.0% |
Q1 2018 | $14,000 | +600.0% | 264 | +543.9% | 0.00% | – |
Q4 2017 | $2,000 | – | 41 | – | 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% |