ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,120 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.28 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $1,026,344 | +13.9% | 14,235 | +4.5% | 0.80% | +7.9% |
| Q3 2022 | $901,000 | -7.9% | 13,626 | -2.2% | 0.74% | -2.5% |
| Q2 2022 | $978,000 | +36.0% | 13,936 | +50.3% | 0.76% | +56.4% |
| Q1 2022 | $719,000 | -14.9% | 9,272 | -11.3% | 0.49% | -4.5% |
| Q4 2021 | $845,000 | -40.1% | 10,451 | -45.6% | 0.51% | -42.6% |
| Q3 2021 | $1,411,000 | – | 19,199 | – | 0.89% | – |
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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% |