ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,054 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.09 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $220,822 | +7.1% | 2,642 | 0.0% | 0.09% | -2.2% |
| Q4 2023 | $206,156 | -3.5% | 2,642 | -10.5% | 0.09% | -13.5% |
| Q3 2023 | $213,708 | -10.8% | 2,952 | -8.4% | 0.10% | -8.0% |
| Q2 2023 | $239,530 | -2.0% | 3,222 | -5.0% | 0.11% | -20.4% |
| Q4 2022 | $244,423 | +9.6% | 3,390 | 0.0% | 0.14% | +1.4% |
| Q3 2022 | $223,000 | -12.9% | 3,390 | -6.9% | 0.14% | -23.1% |
| Q2 2022 | $256,000 | +4.9% | 3,640 | +16.9% | 0.18% | +12.3% |
| Q1 2022 | $244,000 | -26.5% | 3,115 | -24.6% | 0.16% | -18.2% |
| Q4 2021 | $332,000 | +22.5% | 4,131 | +12.4% | 0.20% | +10.0% |
| Q3 2021 | $271,000 | 0.0% | 3,675 | 0.0% | 0.18% | -78.6% |
| Q2 2021 | $271,000 | -6.2% | 3,675 | -12.0% | 0.84% | -6.6% |
| Q1 2021 | $289,000 | -69.5% | 4,175 | -70.1% | 0.90% | -69.5% |
| Q4 2020 | $948,000 | -6.7% | 13,965 | -12.4% | 2.95% | -10.4% |
| Q3 2020 | $1,016,000 | -90.8% | 15,940 | -91.2% | 3.29% | -57.5% |
| Q2 2020 | $11,037,000 | +549.6% | 182,064 | +478.6% | 7.74% | +26.5% |
| Q1 2020 | $1,699,000 | -10.2% | 31,465 | +9.0% | 6.12% | +28.2% |
| Q4 2019 | $1,893,000 | – | 28,860 | – | 4.77% | – |
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% |