ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 765 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 0.92 and the average weighting 2.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $247,898 | +0.9% | 3,408 | 0.0% | 0.04% | -4.3% |
| Q4 2022 | $245,717 | -11.0% | 3,408 | 0.0% | 0.05% | +2.2% |
| Q4 2021 | $276,000 | +20.0% | 3,408 | +8.8% | 0.04% | +9.8% |
| Q3 2021 | $230,000 | -0.4% | 3,132 | 0.0% | 0.04% | 0.0% |
| Q2 2021 | $231,000 | +6.5% | 3,132 | 0.0% | 0.04% | -2.4% |
| Q1 2021 | $217,000 | -92.0% | 3,132 | -92.1% | 0.04% | -92.6% |
| Q4 2020 | $2,703,000 | +0.2% | 39,816 | -5.9% | 0.56% | -16.4% |
| Q3 2020 | $2,697,000 | +13.5% | 42,316 | +8.0% | 0.68% | -19.9% |
| Q2 2020 | $2,376,000 | +12.3% | 39,184 | 0.0% | 0.84% | -12.7% |
| Q1 2020 | $2,116,000 | -17.7% | 39,184 | 0.0% | 0.97% | +0.9% |
| Q4 2019 | $2,570,000 | +45.1% | 39,184 | +41.9% | 0.96% | +35.5% |
| Q3 2019 | $1,771,000 | +12.9% | 27,623 | +8.7% | 0.71% | +14.6% |
| Q2 2019 | $1,569,000 | +107.0% | 25,422 | +97.3% | 0.62% | +121.9% |
| Q1 2019 | $758,000 | – | 12,885 | – | 0.28% | – |
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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% |