ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 697 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 2.04 and the average weighting 1.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $11,838,000 | +5.1% | 185,753 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $11,262,000 | +12.2% | 185,753 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $10,033,000 | -58.2% | 185,753 | -49.2% | 0.01% | -44.4% |
| Q4 2019 | $23,993,000 | +2.3% | 365,753 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $23,445,000 | +1.4% | 365,753 | -2.3% | 0.01% | 0.0% |
| Q2 2019 | $23,110,000 | +4.0% | 374,378 | -0.9% | 0.01% | -92.4% |
| Q1 2019 | $22,215,000 | +15.6% | 377,808 | +3.1% | 0.12% | -1.7% |
| Q4 2018 | $19,211,000 | -8.1% | 366,618 | 0.0% | 0.12% | +9.0% |
| Q3 2018 | $20,912,000 | – | 366,618 | – | 0.11% | – |
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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% |