ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 969 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.09 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $141,299 | -19.6% | 1,683 | -20.0% | 0.03% | -24.4% |
| Q1 2024 | $175,847 | -1.8% | 2,104 | -8.3% | 0.04% | -8.2% |
| Q4 2023 | $179,074 | +7.8% | 2,295 | 0.0% | 0.05% | -12.5% |
| Q3 2023 | $166,107 | +19.3% | 2,295 | +22.5% | 0.06% | +21.7% |
| Q2 2023 | $139,290 | +183.3% | 1,874 | +177.2% | 0.05% | +155.6% |
| Q1 2023 | $49,167 | +10.0% | 676 | 0.0% | 0.02% | -14.3% |
| Q4 2022 | $44,679 | -0.7% | 676 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $45,000 | -6.2% | 676 | 0.0% | 0.02% | -19.2% |
| Q2 2022 | $48,000 | -7.7% | 676 | +0.7% | 0.03% | 0.0% |
| Q1 2022 | $52,000 | -3.7% | 671 | 0.0% | 0.03% | -3.7% |
| Q4 2021 | $54,000 | +10.2% | 671 | 0.0% | 0.03% | -3.6% |
| Q3 2021 | $49,000 | -3.9% | 671 | 0.0% | 0.03% | 0.0% |
| Q2 2021 | $51,000 | +10.9% | 671 | 0.0% | 0.03% | -6.7% |
| Q1 2021 | $46,000 | +7.0% | 671 | +5.8% | 0.03% | -6.2% |
| Q4 2020 | $43,000 | +330.0% | 634 | +256.2% | 0.03% | +220.0% |
| Q1 2020 | $10,000 | – | 178 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shelter Ins Retirement Plan | 1,597,200 | $110,494,000 | 56.50% |
| Financial Advisors, LLC | 923,451 | $63,894,000 | 25.50% |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 636,081 | $44,010,000 | 23.94% |
| Legacy Financial Advisors, Inc. | 1,206,784 | $83,497,000 | 22.88% |
| Personal Wealth Partners | 712,395 | $49,291,000 | 22.24% |
| Halpern Financial, Inc. | 624,778 | $43,228,364 | 20.92% |
| Cassia Capital Partners, LLC | 315,024 | $21,797,000 | 19.73% |
| Syverson Strege & Co | 240,974 | $16,673,000 | 17.33% |
| Kelly Financial Services LLC | 375,105 | $25,953,528 | 16.13% |
| Garrett Wealth Advisory Group, LLC | 307,307 | $21,263,000 | 15.04% |