ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 697 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 2.04 and the average weighting 1.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,363,717 | +31.7% | 16,242 | +31.1% | 0.11% | +21.7% |
| Q1 2024 | $1,035,323 | +142.8% | 12,387 | +126.7% | 0.09% | +119.0% |
| Q4 2023 | $426,469 | -93.1% | 5,465 | -93.6% | 0.04% | -94.0% |
| Q3 2023 | $6,160,422 | -7.6% | 85,112 | -5.1% | 0.70% | -6.0% |
| Q2 2023 | $6,666,383 | +3.7% | 89,686 | +1.4% | 0.75% | -8.6% |
| Q1 2023 | $6,430,875 | +35.7% | 88,409 | +34.5% | 0.82% | +25.3% |
| Q4 2022 | $4,740,706 | +5.6% | 65,751 | -3.2% | 0.66% | -1.1% |
| Q3 2022 | $4,488,000 | +19.4% | 67,894 | +26.8% | 0.66% | +26.3% |
| Q2 2022 | $3,759,000 | -18.9% | 53,535 | -10.4% | 0.52% | -9.5% |
| Q1 2022 | $4,636,000 | -3.9% | 59,760 | +0.2% | 0.58% | -1.0% |
| Q4 2021 | $4,823,000 | +46.9% | 59,619 | +33.4% | 0.58% | +30.9% |
| Q3 2021 | $3,284,000 | +164.2% | 44,687 | +164.7% | 0.45% | +89.4% |
| Q2 2021 | $1,243,000 | +3.6% | 16,885 | -2.6% | 0.24% | -2.9% |
| Q1 2021 | $1,200,000 | -31.5% | 17,333 | -32.8% | 0.24% | -40.9% |
| Q4 2020 | $1,753,000 | +13.5% | 25,800 | +6.4% | 0.41% | -2.1% |
| Q3 2020 | $1,544,000 | -8.8% | 24,246 | -13.3% | 0.42% | -17.3% |
| Q2 2020 | $1,693,000 | -16.6% | 27,955 | -25.4% | 0.51% | -31.1% |
| Q1 2020 | $2,031,000 | -15.4% | 37,471 | +2.6% | 0.74% | +8.4% |
| Q4 2019 | $2,400,000 | +22.4% | 36,538 | +19.4% | 0.68% | +12.2% |
| Q3 2019 | $1,960,000 | +11.3% | 30,596 | +7.2% | 0.61% | +19.8% |
| Q2 2019 | $1,761,000 | +14.4% | 28,537 | +9.2% | 0.51% | +10.2% |
| Q1 2019 | $1,540,000 | +63.8% | 26,131 | +45.7% | 0.46% | +52.0% |
| Q4 2018 | $940,000 | +18.1% | 17,930 | +28.5% | 0.30% | +31.3% |
| Q3 2018 | $796,000 | +59.5% | 13,948 | +48.6% | 0.23% | +44.7% |
| Q2 2018 | $499,000 | +5.7% | 9,387 | +1.3% | 0.16% | -0.6% |
| Q1 2018 | $472,000 | -3.7% | 9,263 | +1.8% | 0.16% | +5.3% |
| Q4 2017 | $490,000 | +58.6% | 9,103 | +49.5% | 0.15% | +29.9% |
| Q3 2017 | $309,000 | – | 6,090 | – | 0.12% | – |
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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% |