ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 967 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.03 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $274,297 | +0.8% | 3,267 | +0.3% | 0.19% | +3.2% |
| Q1 2024 | $272,220 | +4.6% | 3,257 | -2.3% | 0.19% | -4.1% |
| Q4 2023 | $260,230 | +14.0% | 3,335 | +5.7% | 0.19% | -4.0% |
| Q3 2023 | $228,287 | -6.2% | 3,154 | -3.7% | 0.20% | -3.8% |
| Q2 2023 | $243,505 | -60.5% | 3,276 | -61.3% | 0.21% | -45.7% |
| Q1 2023 | $616,253 | +6.3% | 8,472 | +5.3% | 0.39% | +2.4% |
| Q4 2022 | $580,000 | +7.4% | 8,044 | -1.6% | 0.38% | -3.6% |
| Q3 2022 | $540,000 | -22.1% | 8,172 | -17.3% | 0.39% | -15.9% |
| Q2 2022 | $693,000 | +56.4% | 9,876 | +73.0% | 0.47% | +84.9% |
| Q1 2022 | $443,000 | +41.5% | 5,710 | +47.5% | 0.25% | +48.2% |
| Q4 2021 | $313,000 | +20.4% | 3,870 | +9.4% | 0.17% | +9.7% |
| Q3 2021 | $260,000 | -15.6% | 3,537 | -15.6% | 0.16% | -17.1% |
| Q2 2021 | $308,000 | -22.6% | 4,191 | -27.1% | 0.19% | -28.6% |
| Q1 2021 | $398,000 | -23.9% | 5,751 | -25.3% | 0.26% | -30.1% |
| Q4 2020 | $523,000 | +4.8% | 7,702 | -1.6% | 0.38% | -5.8% |
| Q3 2020 | $499,000 | +1.6% | 7,826 | -3.3% | 0.40% | -7.9% |
| Q2 2020 | $491,000 | +6.5% | 8,097 | -5.1% | 0.43% | -7.3% |
| Q1 2020 | $461,000 | +46.8% | 8,531 | +78.1% | 0.47% | +67.0% |
| Q4 2019 | $314,000 | +44.0% | 4,790 | +16.2% | 0.28% | +3.0% |
| Q4 2017 | $218,000 | – | 4,121 | – | 0.27% | – |
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% |