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 | $79,426 | +0.5% | 946 | 0.0% | 0.02% | -4.3% |
| Q1 2024 | $79,067 | +7.1% | 946 | 0.0% | 0.02% | +4.5% |
| Q4 2023 | $73,816 | +7.8% | 946 | 0.0% | 0.02% | -4.3% |
| Q3 2023 | $68,471 | -2.6% | 946 | 0.0% | 0.02% | +4.5% |
| Q2 2023 | $70,316 | +2.2% | 946 | 0.0% | 0.02% | -4.3% |
| Q1 2023 | $68,812 | +0.9% | 946 | 0.0% | 0.02% | -8.0% |
| Q4 2022 | $68,207 | +8.3% | 946 | 0.0% | 0.02% | -82.9% |
| Q3 2022 | $63,000 | -4.5% | 946 | 0.0% | 0.15% | +2.1% |
| Q2 2022 | $66,000 | -9.6% | 946 | 0.0% | 0.14% | +308.6% |
| Q1 2022 | $73,000 | -99.9% | 946 | -99.9% | 0.04% | -99.9% |
| Q4 2019 | $83,009,000 | -35.6% | 1,265,387 | -37.1% | 46.98% | -39.4% |
| Q3 2019 | $128,920,000 | +44.2% | 2,011,232 | +38.9% | 77.48% | +40.0% |
| Q2 2019 | $89,405,000 | +3.7% | 1,448,316 | -1.3% | 55.36% | -0.5% |
| Q1 2019 | $86,256,000 | +41.5% | 1,466,931 | +26.1% | 55.63% | +19.8% |
| Q4 2018 | $60,961,000 | +147.9% | 1,163,377 | +114.9% | 46.44% | +132.4% |
| Q3 2016 | $24,592,000 | -2.6% | 541,323 | -0.8% | 19.98% | -3.6% |
| Q2 2016 | $25,247,000 | +7.6% | 545,420 | +1.9% | 20.72% | -2.8% |
| Q1 2016 | $23,459,000 | – | 535,482 | – | 21.33% | – |
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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% |