ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 967 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.03 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $17,000 | -75.4% | 255 | -73.9% | 0.00% | -66.7% |
| Q2 2022 | $69,000 | -25.0% | 976 | -17.6% | 0.01% | -14.3% |
| Q1 2022 | $92,000 | +16.5% | 1,185 | +21.4% | 0.01% | +16.7% |
| Q4 2021 | $79,000 | -4.8% | 976 | -13.0% | 0.01% | -14.3% |
| Q3 2021 | $83,000 | -74.4% | 1,122 | -74.5% | 0.01% | -73.1% |
| Q2 2021 | $324,000 | +10.2% | 4,395 | +3.4% | 0.03% | 0.0% |
| Q1 2021 | $294,000 | +174.8% | 4,249 | +159.6% | 0.03% | +116.7% |
| Q4 2019 | $107,000 | -2.7% | 1,637 | -8.1% | 0.01% | -20.0% |
| Q2 2019 | $110,000 | – | 1,781 | – | 0.02% | – |
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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% |