ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,022 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.24 and the average weighting 1.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $47,788,044 | -7.9% | 569,176 | -8.3% | 0.32% | -13.9% |
Q1 2024 | $51,881,352 | +1.5% | 620,740 | -5.2% | 0.37% | -6.0% |
Q4 2023 | $51,112,366 | +4.5% | 655,035 | -16.6% | 0.40% | -9.2% |
Q3 2023 | $48,894,617 | -4.2% | 785,417 | +14.5% | 0.44% | -1.6% |
Q2 2023 | $51,031,987 | -3.8% | 686,032 | -5.9% | 0.44% | -12.4% |
Q1 2023 | $53,049,554 | +1792.5% | 729,304 | -3.8% | 0.51% | +259.6% |
Q4 2022 | $2,803,160 | -93.8% | 757,823 | +10.3% | 0.14% | -73.0% |
Q3 2022 | $45,405,000 | -8.0% | 686,928 | -2.2% | 0.52% | +18.6% |
Q2 2022 | $49,330,000 | -9.3% | 702,596 | +0.2% | 0.44% | +5.5% |
Q1 2022 | $54,390,000 | -13.3% | 701,183 | -9.5% | 0.42% | -11.3% |
Q4 2021 | $62,699,000 | -16.3% | 775,018 | -24.0% | 0.47% | -1.3% |
Q3 2021 | $74,932,000 | +8.4% | 1,019,483 | +8.6% | 0.48% | -21.2% |
Q2 2021 | $69,118,000 | -3.9% | 938,973 | -9.7% | 0.60% | -12.0% |
Q1 2021 | $71,949,000 | -17.5% | 1,039,881 | -19.1% | 0.69% | -24.5% |
Q4 2020 | $87,255,000 | -7.9% | 1,285,429 | -14.1% | 0.91% | -26.2% |
Q3 2020 | $94,722,000 | +6.5% | 1,496,682 | +2.0% | 1.23% | -0.2% |
Q2 2020 | $88,975,000 | +23.2% | 1,467,510 | +9.8% | 1.24% | -6.9% |
Q1 2020 | $72,218,000 | -20.6% | 1,337,105 | -3.6% | 1.33% | -6.2% |
Q4 2019 | $90,967,000 | +16.9% | 1,386,683 | +14.2% | 1.41% | +16.9% |
Q3 2019 | $77,841,000 | +24.0% | 1,214,609 | +19.4% | 1.21% | +6.6% |
Q2 2019 | $62,771,000 | -4.4% | 1,016,869 | -8.9% | 1.14% | -12.4% |
Q1 2019 | $65,656,000 | +27.5% | 1,116,630 | +13.7% | 1.30% | +4.4% |
Q4 2018 | $51,483,000 | +10.2% | 982,498 | +20.0% | 1.24% | +29.7% |
Q3 2018 | $46,702,000 | +208.9% | 818,758 | +188.3% | 0.96% | +285.9% |
Q2 2018 | $15,119,000 | -41.7% | 283,989 | -43.1% | 0.25% | -75.5% |
Q1 2018 | $25,916,000 | +71.5% | 499,056 | +76.4% | 1.01% | +58.9% |
Q4 2017 | $15,108,000 | -55.2% | 282,863 | -57.5% | 0.64% | -23.5% |
Q3 2017 | $33,719,000 | +9.2% | 665,289 | +5.1% | 0.83% | -0.1% |
Q2 2017 | $30,869,000 | +12.1% | 632,912 | +9.6% | 0.84% | +8.4% |
Q1 2017 | $27,542,000 | +0.7% | 577,400 | -3.9% | 0.77% | -14.1% |
Q4 2016 | $27,346,000 | +19.8% | 600,811 | +17.6% | 0.90% | -3.8% |
Q3 2016 | $22,835,000 | +0.6% | 510,723 | +8.5% | 0.93% | +1.5% |
Q2 2016 | $22,694,000 | +45.9% | 470,576 | +40.1% | 0.92% | +21.9% |
Q1 2016 | $15,556,000 | +125.9% | 335,805 | +103.9% | 0.75% | +127.9% |
Q4 2015 | $6,886,000 | +239.2% | 164,656 | +221.1% | 0.33% | +194.6% |
Q3 2015 | $2,030,000 | +43.8% | 51,285 | +46.4% | 0.11% | +67.2% |
Q2 2015 | $1,412,000 | +26.8% | 35,019 | +29.7% | 0.07% | +4.7% |
Q1 2015 | $1,114,000 | +5.9% | 26,993 | +3.9% | 0.06% | -5.9% |
Q4 2014 | $1,052,000 | +92.0% | 25,984 | +78.7% | 0.07% | +78.9% |
Q3 2014 | $548,000 | +46.9% | 14,539 | +45.0% | 0.04% | +18.8% |
Q2 2014 | $373,000 | +57.4% | 10,025 | +52.4% | 0.03% | +28.0% |
Q1 2014 | $237,000 | – | 6,580 | – | 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% |