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 | $1,129,223 | +44.5% | 13,450 | +43.9% | 0.05% | +13.0% |
| Q1 2024 | $781,441 | +21.7% | 9,350 | +13.6% | 0.05% | +9.5% |
| Q4 2023 | $642,164 | +6.8% | 8,230 | -0.4% | 0.04% | -4.5% |
| Q3 2023 | $601,349 | -13.7% | 8,264 | -11.9% | 0.04% | -13.7% |
| Q2 2023 | $697,069 | -17.9% | 9,378 | -19.6% | 0.05% | -31.1% |
| Q1 2023 | $848,737 | +21.2% | 11,668 | +20.2% | 0.07% | +12.1% |
| Q4 2022 | $700,034 | -99.9% | 9,709 | +0.3% | 0.07% | +8.2% |
| Q3 2022 | $639,993,000 | +127.0% | 9,682 | +141.1% | 0.06% | +134.6% |
| Q2 2022 | $281,934,000 | -9.5% | 4,016 | 0.0% | 0.03% | +8.3% |
| Q1 2022 | $311,488,000 | -22.5% | 4,016 | -19.1% | 0.02% | -22.6% |
| Q4 2021 | $401,715,000 | +10.1% | 4,966 | 0.0% | 0.03% | 0.0% |
| Q3 2021 | $364,970,000 | +23.5% | 4,966 | +23.7% | 0.03% | +6.9% |
| Q2 2021 | $295,586,000 | +6.4% | 4,016 | 0.0% | 0.03% | -21.6% |
| Q1 2021 | $277,838,000 | -11.5% | 4,016 | -13.1% | 0.04% | -15.9% |
| Q4 2020 | $313,870,000 | – | 4,624 | – | 0.04% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shelter Ins Retirement Plan | 1,597,200 | $110,494,000 | 56.50% |
| Financial Advisors, LLC | 923,451 | $63,894,000 | 25.50% |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 636,081 | $44,010,000 | 23.94% |
| Legacy Financial Advisors, Inc. | 1,206,784 | $83,497,000 | 22.88% |
| Personal Wealth Partners | 712,395 | $49,291,000 | 22.24% |
| Halpern Financial, Inc. | 624,778 | $43,228,364 | 20.92% |
| Cassia Capital Partners, LLC | 315,024 | $21,797,000 | 19.73% |
| Syverson Strege & Co | 240,974 | $16,673,000 | 17.33% |
| Kelly Financial Services LLC | 375,105 | $25,953,528 | 16.13% |
| Garrett Wealth Advisory Group, LLC | 307,307 | $21,263,000 | 15.04% |