ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,079 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.02 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,061,107 | -65.9% | 12,639 | -66.0% | 0.34% | -70.1% |
| Q1 2024 | $3,108,965 | -52.4% | 37,197 | -55.6% | 1.12% | -54.0% |
| Q4 2023 | $6,537,344 | -31.5% | 83,780 | -36.4% | 2.44% | -40.9% |
| Q3 2023 | $9,539,117 | -9.0% | 131,792 | -6.6% | 4.13% | -10.3% |
| Q2 2023 | $10,487,889 | +5.6% | 141,099 | +3.3% | 4.60% | -4.0% |
| Q1 2023 | $9,933,522 | +11.2% | 136,562 | +10.3% | 4.80% | +0.9% |
| Q4 2022 | $8,930,332 | +15.5% | 123,860 | +5.9% | 4.75% | +17.0% |
| Q3 2022 | $7,730,000 | -6.3% | 116,939 | -0.5% | 4.06% | +0.1% |
| Q2 2022 | $8,249,000 | -12.1% | 117,497 | -2.9% | 4.06% | +4.9% |
| Q1 2022 | $9,388,000 | -2.1% | 121,018 | +3.1% | 3.86% | -1.0% |
| Q4 2021 | $9,594,000 | +14.2% | 117,339 | +2.7% | 3.90% | +1.1% |
| Q3 2021 | $8,401,000 | +5.0% | 114,292 | +5.2% | 3.86% | -8.4% |
| Q2 2021 | $7,999,000 | +21.4% | 108,677 | +14.1% | 4.22% | +8.6% |
| Q1 2021 | $6,590,000 | +75.7% | 95,256 | +72.4% | 3.88% | +50.1% |
| Q4 2020 | $3,750,000 | +24.5% | 55,245 | +16.9% | 2.59% | +12.4% |
| Q3 2020 | $3,013,000 | +9.3% | 47,278 | +3.9% | 2.30% | +3.5% |
| Q2 2020 | $2,757,000 | +19.8% | 45,484 | +6.3% | 2.22% | +5.1% |
| Q1 2020 | $2,301,000 | -21.6% | 42,806 | -4.4% | 2.12% | +12.1% |
| Q4 2019 | $2,936,000 | – | 44,761 | – | 1.89% | – |
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% |