ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,139 filers reported holding ISHARES TR in Q1 2024. The put-call ratio across all filers is 20.01 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $913,738 | -0.2% | 10,909 | -0.4% | 0.10% | -0.9% |
| Q1 2024 | $915,117 | +7.5% | 10,949 | +0.4% | 0.11% | 0.0% |
| Q4 2023 | $851,229 | +6.1% | 10,909 | -1.8% | 0.11% | -2.8% |
| Q3 2023 | $802,514 | -2.8% | 11,109 | 0.0% | 0.11% | -2.7% |
| Q2 2023 | $825,732 | +2.2% | 11,109 | 0.0% | 0.11% | -10.4% |
| Q1 2023 | $808,069 | +0.9% | 11,109 | 0.0% | 0.12% | +1.6% |
| Q4 2022 | $800,959 | +2.7% | 11,109 | -5.8% | 0.12% | -5.4% |
| Q3 2022 | $780,000 | -13.2% | 11,799 | -7.8% | 0.13% | -5.1% |
| Q2 2022 | $899,000 | -19.6% | 12,799 | -11.2% | 0.14% | -12.2% |
| Q1 2022 | $1,118,000 | -9.2% | 14,411 | -5.3% | 0.16% | -10.9% |
| Q4 2021 | $1,231,000 | -6.5% | 15,211 | -15.1% | 0.18% | -15.9% |
| Q3 2021 | $1,316,000 | -2.3% | 17,911 | -2.1% | 0.21% | -3.7% |
| Q2 2021 | $1,347,000 | +3.5% | 18,298 | -2.7% | 0.22% | -3.1% |
| Q1 2021 | $1,301,000 | +2.0% | 18,798 | 0.0% | 0.22% | -6.3% |
| Q4 2020 | $1,276,000 | +6.9% | 18,798 | +0.3% | 0.24% | -9.8% |
| Q3 2020 | $1,194,000 | +5.9% | 18,733 | +0.7% | 0.26% | 0.0% |
| Q2 2020 | $1,128,000 | +12.4% | 18,598 | 0.0% | 0.26% | -2.6% |
| Q1 2020 | $1,004,000 | -17.7% | 18,598 | 0.0% | 0.27% | +5.9% |
| Q4 2019 | $1,220,000 | -34.0% | 18,598 | -35.7% | 0.26% | -37.3% |
| Q3 2019 | $1,849,000 | -26.9% | 28,914 | -29.4% | 0.41% | -32.6% |
| Q2 2019 | $2,529,819 | -7.8% | 40,982 | -12.1% | 0.60% | -13.4% |
| Q1 2019 | $2,742,550 | +95.5% | 46,642 | +74.2% | 0.70% | +69.7% |
| Q4 2018 | $1,403,000 | – | 26,773 | – | 0.41% | – |
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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% |