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 | ||||
---|---|---|---|---|---|---|
Q1 2022 | $8,000 | 0.0% | 101 | 0.0% | 0.00% | +50.0% |
Q4 2021 | $8,000 | +14.3% | 101 | 0.0% | 0.00% | 0.0% |
Q3 2021 | $7,000 | 0.0% | 101 | +9.8% | 0.00% | 0.0% |
Q2 2021 | $7,000 | +16.7% | 92 | 0.0% | 0.00% | 0.0% |
Q1 2021 | $6,000 | 0.0% | 92 | 0.0% | 0.00% | -33.3% |
Q4 2020 | $6,000 | 0.0% | 92 | 0.0% | 0.00% | 0.0% |
Q3 2020 | $6,000 | 0.0% | 92 | 0.0% | 0.00% | 0.0% |
Q2 2020 | $6,000 | +20.0% | 92 | 0.0% | 0.00% | 0.0% |
Q1 2020 | $5,000 | -16.7% | 92 | 0.0% | 0.00% | 0.0% |
Q4 2019 | $6,000 | 0.0% | 92 | 0.0% | 0.00% | -25.0% |
Q3 2019 | $6,000 | 0.0% | 92 | 0.0% | 0.00% | 0.0% |
Q2 2019 | $6,000 | +20.0% | 92 | 0.0% | 0.00% | +33.3% |
Q1 2019 | $5,000 | 0.0% | 92 | 0.0% | 0.00% | -25.0% |
Q4 2018 | $5,000 | 0.0% | 92 | 0.0% | 0.00% | +33.3% |
Q3 2018 | $5,000 | 0.0% | 92 | 0.0% | 0.00% | -25.0% |
Q2 2018 | $5,000 | 0.0% | 92 | 0.0% | 0.00% | 0.0% |
Q1 2018 | $5,000 | – | 92 | – | 0.00% | – |
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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% |