ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,139 filers reported holding ISHARES TR in Q1 2024. The put-call ratio across all filers is 20.01 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $447,927 | +4.2% | 5,335 | +3.7% | 0.21% | +5.5% |
| Q1 2024 | $429,936 | +8.1% | 5,144 | +1.0% | 0.20% | +4.2% |
| Q4 2023 | $397,563 | +12.4% | 5,095 | +4.2% | 0.19% | +0.5% |
| Q3 2023 | $353,793 | +4.7% | 4,888 | +7.6% | 0.19% | +9.2% |
| Q2 2023 | $337,756 | +12.1% | 4,544 | +9.7% | 0.17% | +7.4% |
| Q1 2023 | $301,362 | -6.4% | 4,143 | -7.3% | 0.16% | -11.5% |
| Q4 2022 | $322,071 | +11.4% | 4,467 | +2.1% | 0.18% | +1.7% |
| Q3 2022 | $289,000 | -5.9% | 4,376 | -0.1% | 0.18% | -1.6% |
| Q2 2022 | $307,000 | -20.3% | 4,379 | -11.7% | 0.18% | -2.7% |
| Q1 2022 | $385,000 | +10.3% | 4,957 | +14.8% | 0.19% | -6.5% |
| Q4 2021 | $349,000 | +17.5% | 4,319 | +6.8% | 0.20% | +8.1% |
| Q3 2021 | $297,000 | +5.3% | 4,043 | +5.4% | 0.19% | +5.1% |
| Q2 2021 | $282,000 | +6.0% | 3,835 | -0.1% | 0.18% | +1.7% |
| Q1 2021 | $266,000 | +13.7% | 3,838 | +11.2% | 0.17% | +6.1% |
| Q4 2020 | $234,000 | -3.7% | 3,452 | -9.6% | 0.16% | -13.7% |
| Q3 2020 | $243,000 | +16.3% | 3,819 | +10.8% | 0.19% | +3.3% |
| Q2 2020 | $209,000 | – | 3,447 | – | 0.18% | – |
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% |