ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,135 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.40 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,996,988 | +0.5% | 23,785 | 0.0% | 0.06% | -6.7% |
| Q1 2024 | $1,987,950 | +5.2% | 23,785 | -1.8% | 0.06% | -6.2% |
| Q4 2023 | $1,890,432 | +6.0% | 24,227 | -1.7% | 0.06% | -4.5% |
| Q3 2023 | $1,783,153 | +29.8% | 24,636 | +33.3% | 0.07% | +34.0% |
| Q2 2023 | $1,373,321 | +10.6% | 18,476 | +8.2% | 0.05% | +4.2% |
| Q1 2023 | $1,241,817 | +100778.7% | 17,072 | 0.0% | 0.05% | -5.9% |
| Q4 2022 | $1,231 | -99.7% | 17,072 | +205.4% | 0.05% | +200.0% |
| Q3 2022 | $369,000 | -5.9% | 5,590 | 0.0% | 0.02% | +6.2% |
| Q2 2022 | $392,000 | -9.7% | 5,590 | 0.0% | 0.02% | +6.7% |
| Q1 2022 | $434,000 | -32.7% | 5,590 | -29.9% | 0.02% | -28.6% |
| Q4 2021 | $645,000 | – | 7,975 | – | 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% |