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 | $3,824,885 | -0.5% | 45,562 | -1.0% | 0.11% | -8.5% |
Q1 2024 | $3,844,283 | -33.9% | 46,000 | -38.3% | 0.12% | -42.6% |
Q4 2023 | $5,813,115 | +7.7% | 74,503 | -0.1% | 0.20% | -8.9% |
Q3 2023 | $5,395,957 | -14.1% | 74,555 | -11.8% | 0.22% | -14.8% |
Q2 2023 | $6,281,468 | +10.4% | 84,503 | +8.0% | 0.26% | -0.8% |
Q1 2023 | $5,689,608 | +1.3% | 78,224 | +0.4% | 0.26% | -7.7% |
Q4 2022 | $5,618,697 | +61.1% | 77,931 | +47.7% | 0.29% | +47.2% |
Q3 2022 | $3,488,000 | -17.7% | 52,766 | -12.6% | 0.20% | -16.3% |
Q2 2022 | $4,239,000 | +29.5% | 60,379 | +43.5% | 0.23% | +22.0% |
Q1 2022 | $3,273,000 | +12.7% | 42,085 | +16.5% | 0.19% | +6.7% |
Q4 2021 | $2,904,000 | +27.6% | 36,119 | +16.7% | 0.18% | +14.0% |
Q3 2021 | $2,276,000 | -28.2% | 30,963 | -30.2% | 0.16% | -33.2% |
Q2 2021 | $3,172,000 | +6.8% | 44,357 | +3.3% | 0.24% | -17.8% |
Q1 2021 | $2,971,000 | -27.9% | 42,946 | -29.2% | 0.29% | -32.9% |
Q4 2020 | $4,118,000 | -5.9% | 60,667 | -11.6% | 0.43% | -20.7% |
Q3 2020 | $4,374,000 | -25.8% | 68,642 | -29.4% | 0.54% | -44.4% |
Q2 2020 | $5,896,000 | +15.8% | 97,248 | +3.2% | 0.96% | -28.4% |
Q1 2020 | $5,090,000 | -20.9% | 94,244 | -4.0% | 1.35% | -6.0% |
Q4 2019 | $6,438,000 | +13.7% | 98,150 | +11.2% | 1.43% | +5.0% |
Q3 2019 | $5,660,000 | +19.9% | 88,274 | +15.4% | 1.37% | +15.2% |
Q2 2019 | $4,719,000 | +38.9% | 76,480 | +32.4% | 1.19% | +9.7% |
Q1 2019 | $3,397,000 | – | 57,767 | – | 1.08% | – |
Download |
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% |