ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,113 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.50 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $22,063 | +10.3% | 306 | – | 0.01% | 0.0% |
| Q3 2022 | $20,000 | -45.9% | 0 | -100.0% | 0.01% | -33.3% |
| Q2 2022 | $37,000 | +27.6% | 522 | +41.5% | 0.01% | +33.3% |
| Q1 2022 | $29,000 | -47.3% | 369 | -51.0% | 0.01% | -47.1% |
| Q3 2021 | $55,000 | +266.7% | 753 | +263.8% | 0.02% | +240.0% |
| Q2 2021 | $15,000 | +7.1% | 207 | -18.5% | 0.01% | -16.7% |
| Q1 2020 | $14,000 | -17.6% | 254 | 0.0% | 0.01% | +20.0% |
| Q4 2019 | $17,000 | +88.9% | 254 | +47.7% | 0.01% | +66.7% |
| Q4 2018 | $9,000 | – | 172 | – | 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% |