ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 923 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.39 and the average weighting 2.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $2,877,000 | -10.4% | 40,983 | -1.0% | 0.74% | +7.1% |
| Q1 2022 | $3,210,000 | -9.9% | 41,384 | -6.0% | 0.69% | +0.7% |
| Q4 2021 | $3,562,000 | +15.5% | 44,034 | +4.9% | 0.69% | +2.8% |
| Q3 2021 | $3,085,000 | +3.7% | 41,972 | +5.6% | 0.67% | +2.6% |
| Q2 2021 | $2,976,000 | -8.0% | 39,765 | -14.9% | 0.65% | -21.3% |
| Q1 2021 | $3,234,000 | -9.6% | 46,745 | -11.3% | 0.83% | -22.6% |
| Q4 2020 | $3,577,000 | +5.1% | 52,690 | -1.3% | 1.07% | -16.8% |
| Q3 2020 | $3,404,000 | +7.2% | 53,405 | +2.0% | 1.28% | -19.1% |
| Q2 2020 | $3,175,000 | +21.1% | 52,367 | +7.9% | 1.58% | -15.6% |
| Q1 2020 | $2,621,000 | +21.7% | 48,520 | +52.9% | 1.88% | +91.1% |
| Q4 2019 | $2,154,000 | – | 31,725 | – | 0.98% | – |
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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% |