ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 490 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 1.14 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,584,368 | +9.5% | 18,871 | +9.0% | 0.12% | +12.6% |
| Q1 2024 | $1,446,476 | -29.1% | 17,306 | -33.8% | 0.11% | -42.8% |
| Q4 2023 | $2,040,012 | -11.0% | 26,144 | -17.4% | 0.19% | -22.1% |
| Q3 2023 | $2,291,604 | -13.7% | 31,661 | -11.4% | 0.25% | -11.4% |
| Q2 2023 | $2,655,271 | +20.4% | 35,723 | +17.9% | 0.28% | +13.3% |
| Q1 2023 | $2,204,670 | +26.7% | 30,309 | +25.6% | 0.25% | +25.9% |
| Q4 2022 | $1,740,070 | +8.2% | 24,134 | -0.8% | 0.20% | -7.5% |
| Q3 2022 | $1,608,000 | +17.9% | 24,321 | +25.2% | 0.21% | +23.8% |
| Q2 2022 | $1,364,000 | -1.5% | 19,431 | +8.9% | 0.17% | +13.9% |
| Q1 2022 | $1,385,000 | -12.1% | 17,851 | -8.3% | 0.15% | -7.9% |
| Q4 2021 | $1,575,000 | +112.3% | 19,465 | +92.7% | 0.16% | +92.9% |
| Q3 2021 | $742,000 | +4.7% | 10,102 | +4.9% | 0.08% | -1.2% |
| Q2 2021 | $709,000 | -35.1% | 9,634 | -39.0% | 0.09% | -39.9% |
| Q1 2021 | $1,092,000 | -15.9% | 15,785 | -17.5% | 0.14% | -21.4% |
| Q4 2020 | $1,298,000 | +38.5% | 19,123 | +30.0% | 0.18% | +36.8% |
| Q3 2020 | $937,000 | -1.5% | 14,705 | -6.2% | 0.13% | -21.8% |
| Q2 2020 | $951,000 | -20.7% | 15,679 | -29.4% | 0.17% | -37.0% |
| Q1 2020 | $1,199,000 | -15.0% | 22,206 | +5.8% | 0.27% | +10.2% |
| Q4 2019 | $1,410,000 | +54.4% | 20,998 | +45.8% | 0.24% | +50.3% |
| Q3 2019 | $913,000 | +72.6% | 14,397 | +69.7% | 0.16% | +66.3% |
| Q2 2019 | $529,000 | +6.7% | 8,485 | +0.6% | 0.10% | +5.4% |
| Q1 2019 | $496,000 | +4.9% | 8,438 | 0.0% | 0.09% | -3.1% |
| Q4 2018 | $473,000 | -0.8% | 8,438 | 0.0% | 0.10% | +15.7% |
| Q3 2018 | $477,000 | +6.2% | 8,438 | 0.0% | 0.08% | -2.4% |
| Q2 2018 | $449,000 | +2.5% | 8,438 | 0.0% | 0.08% | -9.6% |
| Q1 2018 | $438,000 | – | 8,438 | – | 0.09% | – |
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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% |