ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,115 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is 6.99 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $10,245,000 | – | 195,452 | – | 4.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shelter Ins Retirement Plan | 1,597,200 | $110,494,000 | 56.50% |
| Financial Advisors, LLC | 923,451 | $63,894,000 | 25.50% |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 636,081 | $44,010,000 | 23.94% |
| Legacy Financial Advisors, Inc. | 1,206,784 | $83,497,000 | 22.88% |
| Personal Wealth Partners | 712,395 | $49,291,000 | 22.24% |
| Halpern Financial, Inc. | 624,778 | $43,228,364 | 20.92% |
| Cassia Capital Partners, LLC | 315,024 | $21,797,000 | 19.73% |
| Syverson Strege & Co | 240,974 | $16,673,000 | 17.33% |
| Kelly Financial Services LLC | 375,105 | $25,953,528 | 16.13% |
| Garrett Wealth Advisory Group, LLC | 307,307 | $21,263,000 | 15.04% |