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 | $737 | -99.9% | 10,215 | +2.8% | 0.54% | +32.0% |
| Q3 2022 | $657,000 | -4.9% | 9,934 | +1.0% | 0.41% | -0.2% |
| Q2 2022 | $691,000 | -9.4% | 9,835 | +0.0% | 0.41% | +44.7% |
| Q1 2022 | $763,000 | +3.4% | 9,834 | +7.9% | 0.28% | +47.2% |
| Q4 2021 | $738,000 | +11.5% | 9,118 | +1.3% | 0.19% | +7.2% |
| Q3 2021 | $662,000 | +1.5% | 9,001 | +1.7% | 0.18% | -2.2% |
| Q2 2021 | $652,000 | +13.2% | 8,853 | +6.3% | 0.18% | +4.5% |
| Q1 2021 | $576,000 | +7.7% | 8,327 | +5.7% | 0.18% | -8.3% |
| Q4 2020 | $535,000 | +6.8% | 7,881 | +0.3% | 0.19% | -7.2% |
| Q3 2020 | $501,000 | +9.2% | 7,855 | +3.8% | 0.21% | -12.3% |
| Q2 2020 | $459,000 | -95.6% | 7,567 | -95.3% | 0.24% | -95.7% |
| Q4 2019 | $10,535,000 | +2.3% | 160,595 | -0.1% | 5.52% | -4.6% |
| Q3 2019 | $10,303,000 | +5.4% | 160,736 | +1.5% | 5.78% | +9.2% |
| Q2 2019 | $9,776,000 | +46.8% | 158,372 | +39.9% | 5.30% | +35.3% |
| Q1 2019 | $6,659,000 | +12.6% | 113,240 | +0.3% | 3.91% | -12.0% |
| Q4 2018 | $5,916,000 | – | 112,899 | – | 4.45% | – |
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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% |