ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,120 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.28 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $472,142 | -0.4% | 5,623 | -0.8% | 0.13% | -4.4% |
| Q1 2024 | $474,001 | +7.5% | 5,671 | +0.4% | 0.14% | -6.8% |
| Q4 2023 | $440,905 | +11.6% | 5,650 | +3.5% | 0.15% | -18.4% |
| Q3 2023 | $395,140 | -2.6% | 5,459 | 0.0% | 0.18% | -14.8% |
| Q2 2023 | $405,786 | -3.6% | 5,459 | +0.6% | 0.21% | -15.7% |
| Q1 2023 | $421,155 | +8.7% | 5,429 | +1.0% | 0.25% | -5.0% |
| Q4 2022 | $387,496 | +7.9% | 5,374 | -1.1% | 0.26% | +18.6% |
| Q3 2022 | $359,000 | -5.5% | 5,435 | +0.4% | 0.22% | +4.2% |
| Q2 2022 | $380,000 | -9.7% | 5,411 | -0.3% | 0.21% | +16.5% |
| Q1 2022 | $421,000 | -2.5% | 5,429 | +1.6% | 0.18% | -2.7% |
| Q4 2021 | $432,000 | +10.2% | 5,343 | +0.3% | 0.19% | -16.9% |
| Q3 2021 | $392,000 | +0.3% | 5,328 | +0.4% | 0.22% | +4.7% |
| Q2 2021 | $391,000 | +8.3% | 5,309 | +1.8% | 0.22% | -4.0% |
| Q1 2021 | $361,000 | +5.9% | 5,217 | +3.9% | 0.22% | -16.7% |
| Q4 2020 | $341,000 | +9.6% | 5,019 | -0.4% | 0.27% | -7.2% |
| Q3 2020 | $311,000 | -2.8% | 5,038 | -4.5% | 0.29% | -31.0% |
| Q2 2020 | $320,000 | -23.3% | 5,275 | -25.3% | 0.42% | -44.3% |
| Q1 2020 | $417,000 | -78.4% | 7,064 | -76.0% | 0.75% | -58.9% |
| Q4 2019 | $1,932,000 | – | 29,456 | – | 1.83% | – |
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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% |