ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 900 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.03 and the average weighting 1.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $5,312,849 | -50.5% | 63,278 | -50.7% | 0.13% | -54.1% |
| Q1 2024 | $10,730,090 | +2.7% | 128,381 | -0.9% | 0.28% | +0.4% |
| Q4 2023 | $10,447,031 | -53.8% | 129,568 | -58.5% | 0.28% | -59.8% |
| Q3 2023 | $22,605,960 | -15.9% | 312,323 | -13.6% | 0.70% | -21.8% |
| Q2 2023 | $26,881,169 | +20.8% | 361,646 | +18.2% | 0.89% | +11.9% |
| Q1 2023 | $22,248,189 | +37.7% | 305,859 | +36.5% | 0.80% | +23.6% |
| Q4 2022 | $16,151,868 | +9.6% | 224,020 | +0.5% | 0.64% | 0.0% |
| Q3 2022 | $14,734,000 | -6.4% | 222,900 | +0.9% | 0.64% | -2.3% |
| Q2 2022 | $15,746,000 | +1.7% | 220,899 | +11.0% | 0.66% | +9.8% |
| Q1 2022 | $15,478,000 | +16.9% | 198,999 | +18.3% | 0.60% | +20.3% |
| Q4 2021 | $13,238,000 | +24.5% | 168,183 | +16.6% | 0.50% | +7.3% |
| Q3 2021 | $10,630,000 | +7.0% | 144,178 | +8.8% | 0.46% | -2.7% |
| Q2 2021 | $9,939,000 | +32.0% | 132,533 | +23.8% | 0.48% | +9.7% |
| Q1 2021 | $7,530,000 | +120.1% | 107,028 | +113.9% | 0.44% | +93.3% |
| Q4 2020 | $3,421,000 | +44.0% | 50,027 | +34.2% | 0.22% | -56.8% |
| Q3 2020 | $2,376,000 | +65.2% | 37,277 | +59.1% | 0.52% | +310.2% |
| Q2 2020 | $1,438,000 | +175.0% | 23,423 | +150.8% | 0.13% | +14.4% |
| Q4 2018 | $523,000 | – | 9,341 | – | 0.11% | – |
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% |