ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,115 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is 6.99 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,078,072 | +0.5% | 12,840 | 0.0% | 0.28% | -1.1% |
| Q1 2024 | $1,073,192 | +7.1% | 12,840 | 0.0% | 0.28% | -7.9% |
| Q4 2023 | $1,001,928 | +10.1% | 12,840 | +2.1% | 0.30% | +0.3% |
| Q3 2023 | $910,125 | -1.8% | 12,574 | +0.8% | 0.30% | -0.3% |
| Q2 2023 | $927,137 | -21.6% | 12,473 | -23.3% | 0.30% | -25.8% |
| Q1 2023 | $1,182,939 | +25.8% | 16,263 | +24.7% | 0.41% | +12.9% |
| Q4 2022 | $940,311 | +1.7% | 13,042 | -6.8% | 0.36% | -4.2% |
| Q3 2022 | $925,000 | -5.3% | 13,991 | +0.5% | 0.38% | -0.5% |
| Q2 2022 | $977,000 | -9.0% | 13,920 | +0.5% | 0.38% | +9.8% |
| Q1 2022 | $1,074,000 | +0.7% | 13,849 | +5.0% | 0.35% | -1.4% |
| Q4 2021 | $1,067,000 | -3.9% | 13,189 | -12.7% | 0.35% | -10.6% |
| Q3 2021 | $1,110,000 | -1.1% | 15,108 | +2.6% | 0.40% | +0.8% |
| Q2 2021 | $1,122,000 | +14.8% | 14,723 | +4.2% | 0.39% | +5.1% |
| Q1 2021 | $977,000 | – | 14,126 | – | 0.37% | – |
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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% |