ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 880 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 6.31 and the average weighting 2.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $600,000 | +0.3% | 7,157 | 0.0% | 0.06% | -3.4% |
| Q1 2024 | $598,183 | +7.1% | 7,157 | 0.0% | 0.06% | -1.7% |
| Q4 2023 | $558,461 | +7.8% | 7,157 | 0.0% | 0.06% | -6.2% |
| Q3 2023 | $518,024 | -19.6% | 7,157 | -17.5% | 0.06% | -17.9% |
| Q2 2023 | $644,442 | -21.9% | 8,670 | -23.6% | 0.08% | -28.4% |
| Q1 2023 | $825,000 | +0.9% | 11,342 | 0.0% | 0.11% | -7.6% |
| Q4 2022 | $817,758 | +9.0% | 11,342 | 0.0% | 0.12% | +7.3% |
| Q3 2022 | $750,000 | -5.8% | 11,342 | 0.0% | 0.11% | -14.1% |
| Q2 2022 | $796,000 | -9.5% | 11,342 | 0.0% | 0.13% | +8.5% |
| Q1 2022 | $880,000 | -7.3% | 11,342 | -3.3% | 0.12% | -7.1% |
| Q4 2021 | $949,000 | -3.6% | 11,733 | -12.4% | 0.13% | -7.3% |
| Q3 2021 | $984,000 | -19.4% | 13,391 | -19.3% | 0.14% | -29.4% |
| Q2 2021 | $1,221,000 | -96.7% | 16,589 | -96.9% | 0.19% | -96.7% |
| Q1 2021 | $36,508,000 | +2.8% | 527,645 | +0.8% | 5.89% | -3.4% |
| Q4 2020 | $35,529,000 | +10.1% | 523,414 | +3.4% | 6.10% | -2.4% |
| Q3 2020 | $32,261,000 | +8.6% | 506,212 | +3.3% | 6.25% | -0.2% |
| Q2 2020 | $29,713,000 | +18.2% | 490,068 | +5.3% | 6.26% | -6.1% |
| Q1 2020 | $25,130,000 | +92.4% | 465,283 | +133.7% | 6.67% | +123.6% |
| Q4 2019 | $13,061,000 | – | 199,103 | – | 2.98% | – |
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% |