ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,139 filers reported holding ISHARES TR in Q1 2024. The put-call ratio across all filers is 20.01 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $28,479,232 | -64.3% | 339,200 | -64.5% | 12.41% | -51.7% |
| Q1 2024 | $79,818,900 | +3096.6% | 955,000 | +2884.4% | 25.68% | +1696.2% |
| Q4 2023 | $2,496,960 | -63.7% | 32,000 | -66.3% | 1.43% | -25.5% |
| Q3 2023 | $6,876,100 | +189.1% | 95,000 | +196.9% | 1.92% | +160.7% |
| Q2 2023 | $2,378,560 | -65.9% | 32,000 | -66.7% | 0.74% | -73.3% |
| Q1 2023 | $6,983,040 | – | 96,000 | – | 2.75% | – |
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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% |