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 | $507,938 | -4.2% | 6,050 | -11.0% | 0.06% | +79.4% |
| Q4 2023 | $530,282 | +3.4% | 6,796 | -4.1% | 0.03% | +9.7% |
| Q3 2023 | $512,980 | -9.7% | 7,087 | -7.3% | 0.03% | -35.4% |
| Q2 2023 | $568,176 | +19.8% | 7,644 | +17.2% | 0.05% | +17.1% |
| Q1 2023 | $474,229 | -1.3% | 6,520 | -2.2% | 0.04% | -12.8% |
| Q4 2022 | $480,679 | +7.3% | 6,667 | -1.7% | 0.05% | -2.1% |
| Q3 2022 | $448,000 | -77.9% | 6,781 | -76.5% | 0.05% | -71.1% |
| Q2 2022 | $2,027,000 | +834.1% | 28,872 | +705.4% | 0.17% | +127.4% |
| Q2 2020 | $217,000 | -0.9% | 3,585 | -11.8% | 0.07% | -24.7% |
| Q1 2020 | $219,000 | -24.0% | 4,065 | -7.7% | 0.10% | -29.7% |
| Q4 2019 | $288,000 | -80.8% | 4,405 | +81.4% | 0.14% | +126.2% |
| Q2 2019 | $1,499,000 | – | 2,429 | – | 0.06% | – |
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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% |