ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 969 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.09 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,478,468 | -3.3% | 17,609 | -3.8% | 0.10% | -10.7% |
| Q1 2024 | $1,529,190 | -1.2% | 18,296 | -7.7% | 0.11% | -10.4% |
| Q4 2023 | $1,547,262 | -14.7% | 19,829 | -20.9% | 0.12% | -23.3% |
| Q3 2023 | $1,813,627 | -24.5% | 25,057 | -22.4% | 0.16% | -10.9% |
| Q2 2023 | $2,400,590 | -21.3% | 32,296 | -23.0% | 0.18% | -28.2% |
| Q1 2023 | $3,049,779 | +8.0% | 41,927 | +7.1% | 0.26% | -7.9% |
| Q4 2022 | $2,823,571 | +15.3% | 39,162 | +5.8% | 0.28% | -1.1% |
| Q3 2022 | $2,448,000 | +5.9% | 37,032 | +12.5% | 0.28% | +6.9% |
| Q2 2022 | $2,312,000 | -8.6% | 32,931 | +1.0% | 0.26% | +4.0% |
| Q1 2022 | $2,529,000 | -10.1% | 32,602 | -6.2% | 0.25% | -9.0% |
| Q4 2021 | $2,812,000 | -18.1% | 34,762 | -25.5% | 0.28% | -27.1% |
| Q3 2021 | $3,432,000 | -21.8% | 46,691 | -21.7% | 0.38% | -24.3% |
| Q2 2021 | $4,388,000 | -12.9% | 59,615 | -18.1% | 0.50% | -22.3% |
| Q1 2021 | $5,037,000 | -12.9% | 72,802 | -14.5% | 0.65% | -34.0% |
| Q4 2020 | $5,781,000 | +1.1% | 85,167 | -3.6% | 0.98% | -10.8% |
| Q3 2020 | $5,718,000 | +3.0% | 88,393 | -2.5% | 1.10% | -12.2% |
| Q2 2020 | $5,550,000 | +19.2% | 90,675 | +14.6% | 1.25% | -0.2% |
| Q1 2020 | $4,656,000 | -21.6% | 79,156 | -12.5% | 1.25% | -13.9% |
| Q4 2019 | $5,935,000 | +12.3% | 90,439 | +8.6% | 1.46% | -0.1% |
| Q3 2019 | $5,283,000 | +12.2% | 83,312 | +12.5% | 1.46% | +14.0% |
| Q2 2019 | $4,709,000 | +14.3% | 74,063 | +8.0% | 1.28% | +1.9% |
| Q1 2019 | $4,120,000 | +11.0% | 68,591 | +4.4% | 1.26% | +7.8% |
| Q4 2018 | $3,711,000 | +22.6% | 65,691 | +19.5% | 1.16% | -50.4% |
| Q3 2018 | $3,026,000 | +4.9% | 54,980 | +1.3% | 2.35% | -7.7% |
| Q2 2018 | $2,885,000 | +12.5% | 54,271 | +9.9% | 2.55% | +4.7% |
| Q1 2018 | $2,565,000 | -7.3% | 49,401 | -5.8% | 2.43% | -16.1% |
| Q4 2017 | $2,768,000 | – | 52,448 | – | 2.90% | – |
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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% |