ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 880 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 6.31 and the average weighting 2.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $214,466 | -31.9% | 2,749 | -38.7% | 0.02% | -71.6% |
| Q2 2022 | $315,000 | -12.3% | 4,488 | -2.9% | 0.07% | -10.8% |
| Q1 2022 | $359,000 | -16.7% | 4,623 | -13.2% | 0.08% | -12.6% |
| Q4 2021 | $431,000 | +22.1% | 5,328 | +10.9% | 0.10% | -4.0% |
| Q3 2021 | $353,000 | -21.7% | 4,804 | -21.6% | 0.10% | -22.7% |
| Q2 2021 | $451,000 | +2.0% | 6,130 | -4.0% | 0.13% | -8.6% |
| Q1 2021 | $442,000 | -25.6% | 6,386 | -27.0% | 0.14% | -28.9% |
| Q4 2020 | $594,000 | -17.2% | 8,753 | -22.3% | 0.20% | -26.8% |
| Q3 2020 | $717,000 | +0.8% | 11,258 | -4.0% | 0.27% | -3.2% |
| Q2 2020 | $711,000 | +6.3% | 11,728 | -5.4% | 0.28% | -8.9% |
| Q1 2020 | $669,000 | -19.8% | 12,393 | -2.5% | 0.30% | -1.9% |
| Q4 2019 | $834,000 | -6.7% | 12,713 | -8.8% | 0.31% | -8.8% |
| Q3 2019 | $894,000 | -16.2% | 13,939 | -19.3% | 0.34% | -15.8% |
| Q2 2019 | $1,067,000 | -7.3% | 17,270 | -11.8% | 0.40% | -11.2% |
| Q1 2019 | $1,151,000 | +70.8% | 19,570 | -0.7% | 0.46% | +18.1% |
| Q4 2018 | $674,000 | -12.4% | 19,710 | -2.9% | 0.39% | -9.2% |
| Q3 2018 | $769,000 | -29.8% | 20,292 | -1.5% | 0.42% | -9.8% |
| Q2 2018 | $1,095,000 | -5.8% | 20,608 | -8.9% | 0.47% | -11.6% |
| Q1 2018 | $1,163,000 | +86.1% | 22,610 | +90.9% | 0.53% | -2.2% |
| Q4 2017 | $625,000 | -46.8% | 11,847 | -49.0% | 0.54% | -67.0% |
| Q3 2017 | $1,175,000 | -11.9% | 23,226 | -14.5% | 1.65% | +141.9% |
| Q2 2017 | $1,333,000 | -2.1% | 27,171 | -4.9% | 0.68% | -4.6% |
| Q1 2017 | $1,362,000 | +8.3% | 28,559 | +3.1% | 0.72% | +3.0% |
| Q4 2016 | $1,258,000 | – | 27,701 | – | 0.70% | – |
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% |