ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 490 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 1.14 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $7,000 | 0.0% | 100 | +11.1% | 0.00% | 0.0% |
| Q1 2022 | $7,000 | 0.0% | 90 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $7,000 | -46.2% | 90 | -55.4% | 0.00% | -66.7% |
| Q3 2020 | $13,000 | +8.3% | 202 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $12,000 | -45.5% | 202 | -49.8% | 0.00% | -25.0% |
| Q1 2020 | $22,000 | -15.4% | 402 | 0.0% | 0.00% | +33.3% |
| Q4 2019 | $26,000 | +8.3% | 402 | 0.0% | 0.00% | -25.0% |
| Q3 2019 | $24,000 | +100.0% | 402 | +99.0% | 0.00% | +100.0% |
| Q2 2019 | $12,000 | +9.1% | 202 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $11,000 | +10.0% | 202 | 0.0% | 0.00% | -33.3% |
| Q4 2018 | $10,000 | -9.1% | 202 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $11,000 | +10.0% | 202 | 0.0% | 0.00% | -25.0% |
| Q2 2018 | $10,000 | 0.0% | 202 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $10,000 | -91.9% | 202 | -93.6% | 0.00% | -95.3% |
| Q3 2015 | $123,000 | – | 3,151 | – | 0.08% | – |
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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% |