ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,115 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is 6.99 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $861,785 | -3.0% | 10,264 | -3.4% | 0.57% | -0.5% |
| Q1 2024 | $888,447 | +8.1% | 10,630 | +0.9% | 0.58% | -1.2% |
| Q4 2023 | $822,228 | +7.4% | 10,537 | -0.4% | 0.58% | +2.5% |
| Q3 2023 | $765,484 | -4.7% | 10,576 | -2.2% | 0.57% | +8.0% |
| Q2 2023 | $803,426 | +3.1% | 10,809 | +0.9% | 0.53% | -6.2% |
| Q1 2023 | $779,435 | -5.1% | 10,715 | -5.9% | 0.56% | -19.0% |
| Q4 2022 | $821,352 | +10.4% | 11,392 | +1.2% | 0.69% | +12.8% |
| Q3 2022 | $744,000 | -10.0% | 11,258 | -4.5% | 0.62% | -2.1% |
| Q2 2022 | $827,000 | -7.2% | 11,783 | +2.6% | 0.63% | +12.5% |
| Q1 2022 | $891,000 | +33.0% | 11,481 | +38.6% | 0.56% | +45.7% |
| Q4 2021 | $670,000 | +6.0% | 8,285 | -3.7% | 0.38% | +4.4% |
| Q3 2021 | $632,000 | +8.2% | 8,599 | +8.4% | 0.37% | +9.9% |
| Q2 2021 | $584,000 | +4.3% | 7,933 | -2.0% | 0.33% | -6.2% |
| Q1 2021 | $560,000 | +96.5% | 8,098 | +92.7% | 0.36% | +67.9% |
| Q4 2020 | $285,000 | – | 4,203 | – | 0.21% | – |
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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% |