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 | $2,480,948 | -12.7% | 29,549 | -13.1% | 1.36% | -14.1% |
| Q1 2024 | $2,841,947 | -10.8% | 34,003 | -16.7% | 1.59% | +37.0% |
| Q4 2023 | $3,185,795 | -24.3% | 40,828 | -29.8% | 1.16% | -16.8% |
| Q3 2023 | $4,208,646 | -20.1% | 58,147 | -17.9% | 1.39% | +35.0% |
| Q2 2023 | $5,265,131 | -3.4% | 70,835 | -5.5% | 1.03% | -7.5% |
| Q1 2023 | $5,451,437 | +1.1% | 74,944 | +0.2% | 1.11% | -3.7% |
| Q4 2022 | $5,390,433 | +9.2% | 74,763 | +0.1% | 1.16% | +0.2% |
| Q3 2022 | $4,938,000 | -5.0% | 74,701 | +0.9% | 1.15% | +8.9% |
| Q2 2022 | $5,198,000 | -0.5% | 74,034 | +10.0% | 1.06% | +21.6% |
| Q1 2022 | $5,223,000 | +6.0% | 67,334 | +10.5% | 0.87% | +10.7% |
| Q4 2021 | $4,928,000 | +17.0% | 60,913 | +6.3% | 0.79% | -27.0% |
| Q3 2021 | $4,213,000 | -12.6% | 57,322 | -12.5% | 1.08% | -13.1% |
| Q2 2021 | $4,821,000 | +23.7% | 65,495 | +16.3% | 1.24% | -6.7% |
| Q1 2021 | $3,898,000 | +52.7% | 56,334 | +49.8% | 1.33% | +148.0% |
| Q4 2020 | $2,552,000 | +113.4% | 37,594 | +100.3% | 0.54% | +1.1% |
| Q3 2020 | $1,196,000 | – | 18,766 | – | 0.53% | – |
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% |