ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 296 filers reported holding ISHARES TR in Q2 2016. The put-call ratio across all filers is 0.40 and the average weighting 1.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $25,000 | 0.0% | 341 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $25,000 | +4.2% | 341 | 0.0% | 0.00% | +50.0% |
| Q1 2021 | $24,000 | +4.3% | 341 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $23,000 | +4.5% | 341 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $22,000 | -67.6% | 341 | -69.7% | 0.00% | -71.4% |
| Q2 2020 | $68,000 | +277.8% | 1,124 | +229.6% | 0.01% | +250.0% |
| Q1 2020 | $18,000 | -18.2% | 341 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $22,000 | +29.4% | 341 | +24.9% | 0.00% | 0.0% |
| Q3 2019 | $17,000 | -99.8% | 273 | +10.5% | 0.00% | -33.3% |
| Q1 2016 | $10,868,000 | – | 247 | – | 0.00% | – |
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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% |