ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 969 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.09 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $248,687 | -3.6% | 3,458 | -0.3% | 0.09% | -2.2% |
| Q2 2023 | $257,874 | +10.5% | 3,469 | +8.5% | 0.09% | +10.8% |
| Q1 2023 | $233,471 | -8.1% | 3,197 | -9.3% | 0.08% | -15.3% |
| Q4 2022 | $254,114 | +8.6% | 3,524 | -0.3% | 0.10% | -1.0% |
| Q3 2022 | $234,000 | +3.1% | 3,535 | +9.3% | 0.10% | +8.8% |
| Q2 2022 | $227,000 | -1.7% | 3,234 | +9.1% | 0.09% | +8.3% |
| Q1 2022 | $231,000 | -2.5% | 2,964 | +1.4% | 0.08% | -2.3% |
| Q4 2021 | $237,000 | +7.2% | 2,924 | -2.2% | 0.09% | -3.4% |
| Q3 2021 | $221,000 | +4.7% | 2,991 | +4.8% | 0.09% | -1.1% |
| Q2 2021 | $211,000 | – | 2,854 | – | 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% |