ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 612 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 0.11 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $4,656,000 | -0.7% | 71,480 | -4.9% | 3.12% | -2.3% |
| Q2 2019 | $4,687,000 | -4.4% | 75,150 | -9.8% | 3.19% | -4.9% |
| Q1 2019 | $4,902,000 | +0.8% | 83,360 | -10.1% | 3.36% | -3.9% |
| Q4 2018 | $4,861,000 | -4.0% | 92,765 | +1.4% | 3.49% | -6.2% |
| Q3 2018 | $5,065,000 | +7.9% | 91,446 | +3.6% | 3.72% | +31.1% |
| Q2 2018 | $4,693,000 | -0.2% | 88,288 | -2.5% | 2.84% | -22.1% |
| Q1 2018 | $4,703,000 | -10.5% | 90,555 | -13.3% | 3.64% | +1.8% |
| Q4 2017 | $5,257,000 | 0.0% | 104,423 | 0.0% | 3.58% | +2.3% |
| Q3 2017 | $5,257,000 | +41.3% | 104,423 | +37.3% | 3.50% | +68.2% |
| Q2 2017 | $3,720,000 | – | 76,037 | – | 2.08% | – |
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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% |