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 | $234,881 | -3.0% | 2,798 | -3.4% | 0.06% | -5.9% |
| Q1 2024 | $242,124 | +5.1% | 2,897 | -1.8% | 0.07% | -4.2% |
| Q4 2023 | $230,299 | -4.8% | 2,951 | -11.7% | 0.07% | -12.3% |
| Q3 2023 | $241,954 | -2.6% | 3,343 | 0.0% | 0.08% | 0.0% |
| Q2 2023 | $248,473 | -3.5% | 3,343 | -5.5% | 0.08% | -3.6% |
| Q1 2023 | $257,355 | -49.8% | 3,538 | -50.2% | 0.08% | -54.1% |
| Q4 2022 | $512,446 | +8.8% | 7,107 | -0.3% | 0.18% | +7.0% |
| Q3 2022 | $471,000 | -10.3% | 7,127 | -4.6% | 0.17% | -4.5% |
| Q2 2022 | $525,000 | -9.3% | 7,471 | +0.1% | 0.18% | +5.9% |
| Q1 2022 | $579,000 | -8.2% | 7,467 | -4.3% | 0.17% | -6.6% |
| Q4 2021 | $631,000 | +71.5% | 7,805 | +56.1% | 0.18% | -4.2% |
| Q3 2021 | $368,000 | -35.9% | 5,000 | -35.9% | 0.19% | +5.6% |
| Q2 2021 | $574,000 | -2.4% | 7,802 | -8.2% | 0.18% | -8.7% |
| Q1 2021 | $588,000 | +51.9% | 8,502 | +49.2% | 0.20% | -88.7% |
| Q4 2020 | $387,000 | +6.6% | 5,700 | 0.0% | 1.74% | +4.7% |
| Q3 2020 | $363,000 | – | 5,700 | – | 1.66% | – |
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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% |