ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,116 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.02 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $510,519 | -0.0% | 6,081 | -0.5% | 0.31% | -1.9% |
| Q1 2024 | $510,608 | +12.9% | 6,109 | +5.4% | 0.32% | +6.8% |
| Q4 2023 | $452,251 | +12.0% | 5,796 | +3.9% | 0.30% | +3.9% |
| Q3 2023 | $403,673 | +5.6% | 5,577 | +8.4% | 0.28% | +0.7% |
| Q2 2023 | $382,289 | +4.5% | 5,143 | +2.3% | 0.28% | +6.8% |
| Q1 2023 | $365,815 | +4.5% | 5,029 | +3.6% | 0.26% | +15.8% |
| Q4 2022 | $349,901 | – | 4,853 | – | 0.23% | – |
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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% |