ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 656 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.23 and the average weighting 1.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2020 | $164,000 | +5.1% | 2,575 | 0.0% | 0.05% | 0.0% |
Q2 2020 | $156,000 | -95.9% | 2,575 | -96.3% | 0.05% | -96.6% |
Q1 2020 | $3,768,000 | +3093.2% | 69,764 | +3775.8% | 1.37% | +3594.6% |
Q4 2019 | $118,000 | +2.6% | 1,800 | 0.0% | 0.04% | -2.6% |
Q3 2019 | $115,000 | +3.6% | 1,800 | 0.0% | 0.04% | +5.6% |
Q2 2019 | $111,000 | +4.7% | 1,800 | 0.0% | 0.04% | -12.2% |
Q1 2019 | $106,000 | +12.8% | 1,800 | 0.0% | 0.04% | +2.5% |
Q4 2018 | $94,000 | -8.7% | 1,800 | 0.0% | 0.04% | +5.3% |
Q3 2018 | $103,000 | +7.3% | 1,800 | 0.0% | 0.04% | +2.7% |
Q2 2018 | $96,000 | +3.2% | 1,800 | 0.0% | 0.04% | -33.9% |
Q1 2018 | $93,000 | -2.1% | 1,800 | 0.0% | 0.06% | -9.7% |
Q4 2017 | $95,000 | – | 1,800 | – | 0.06% | – |
Download |
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% |