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 | $558,255 | +0.6% | 6,649 | +0.2% | 0.14% | +8.0% |
| Q1 2024 | $554,873 | +7.3% | 6,639 | +0.2% | 0.12% | -10.7% |
| Q4 2023 | $517,083 | +8.3% | 6,627 | +0.5% | 0.14% | +1.4% |
| Q3 2023 | $477,439 | -8.2% | 6,596 | -5.7% | 0.14% | -2.8% |
| Q2 2023 | $520,034 | +2.4% | 6,996 | +0.2% | 0.14% | -2.7% |
| Q1 2023 | $508,024 | +1.1% | 6,984 | +0.2% | 0.15% | -2.7% |
| Q4 2022 | $502,535 | +9.2% | 6,970 | +0.2% | 0.15% | -13.8% |
| Q3 2022 | $460,000 | -5.7% | 6,955 | +0.2% | 0.17% | +1.2% |
| Q2 2022 | $488,000 | -14.2% | 6,939 | -5.3% | 0.17% | +1.2% |
| Q1 2022 | $569,000 | -3.9% | 7,329 | +0.2% | 0.17% | -5.0% |
| Q4 2021 | $592,000 | +10.2% | 7,317 | +0.2% | 0.18% | -2.7% |
| Q3 2021 | $537,000 | 0.0% | 7,306 | +0.2% | 0.18% | -3.2% |
| Q2 2021 | $537,000 | +6.3% | 7,293 | +0.1% | 0.19% | +5.0% |
| Q1 2021 | $505,000 | +2.2% | 7,283 | +0.2% | 0.18% | -4.2% |
| Q4 2020 | $494,000 | +6.9% | 7,269 | +0.2% | 0.19% | -1.6% |
| Q3 2020 | $462,000 | +5.2% | 7,254 | +0.2% | 0.19% | -1.5% |
| Q2 2020 | $439,000 | +12.6% | 7,237 | +0.2% | 0.20% | -4.9% |
| Q1 2020 | $390,000 | – | 7,220 | – | 0.20% | – |
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% |