ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 765 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 0.92 and the average weighting 2.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,754,643 | +0.4% | 20,899 | -0.0% | 0.22% | -4.7% |
| Q1 2024 | $1,747,269 | +6.9% | 20,905 | -0.2% | 0.23% | +0.4% |
| Q4 2023 | $1,635,025 | +5.2% | 20,954 | -2.4% | 0.23% | -2.1% |
| Q3 2023 | $1,553,536 | -9.7% | 21,464 | -7.2% | 0.24% | -2.5% |
| Q2 2023 | $1,719,596 | -2.0% | 23,135 | -4.1% | 0.24% | -8.6% |
| Q1 2023 | $1,754,832 | +2.0% | 24,125 | +1.1% | 0.27% | -0.7% |
| Q4 2022 | $1,720,440 | +7.3% | 23,862 | -1.6% | 0.27% | +0.4% |
| Q3 2022 | $1,603,000 | -5.3% | 24,251 | +0.6% | 0.27% | -3.3% |
| Q2 2022 | $1,693,000 | -9.7% | 24,111 | -0.3% | 0.28% | +5.7% |
| Q1 2022 | $1,875,000 | -6.2% | 24,174 | -2.2% | 0.26% | -3.0% |
| Q4 2021 | $2,000,000 | +8.8% | 24,721 | -1.2% | 0.27% | -2.5% |
| Q3 2021 | $1,838,000 | +55.8% | 25,011 | +56.0% | 0.28% | +27.8% |
| Q2 2021 | $1,180,000 | +10.9% | 16,037 | +4.3% | 0.22% | -5.7% |
| Q1 2021 | $1,064,000 | -11.8% | 15,374 | -13.5% | 0.23% | -17.3% |
| Q4 2020 | $1,207,000 | 0.0% | 17,780 | -6.1% | 0.28% | -8.9% |
| Q3 2020 | $1,207,000 | -4.4% | 18,943 | -9.1% | 0.30% | -23.0% |
| Q2 2020 | $1,263,000 | -6.8% | 20,828 | -17.0% | 0.40% | -32.1% |
| Q1 2020 | $1,355,000 | -25.5% | 25,083 | -9.6% | 0.58% | -11.0% |
| Q4 2019 | $1,820,000 | +7.2% | 27,740 | +4.7% | 0.65% | +2.3% |
| Q3 2019 | $1,698,000 | +9.5% | 26,496 | +5.5% | 0.64% | +4.4% |
| Q2 2019 | $1,550,000 | +8.0% | 25,104 | +2.9% | 0.61% | -2.4% |
| Q1 2019 | $1,435,000 | -14.4% | 24,403 | -23.7% | 0.63% | -7.2% |
| Q4 2018 | $1,676,000 | -31.1% | 31,989 | -25.0% | 0.68% | -8.0% |
| Q3 2018 | $2,434,000 | +11.8% | 42,672 | +4.2% | 0.74% | +0.5% |
| Q2 2018 | $2,178,000 | +11.9% | 40,970 | +9.3% | 0.73% | +2.5% |
| Q1 2018 | $1,947,000 | – | 37,484 | – | 0.71% | – |
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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% |