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 2024 | $1,303,992 | -2.4% | 15,531 | -2.8% | 0.31% | -3.7% |
| Q1 2024 | $1,335,701 | +3.0% | 15,981 | -3.8% | 0.32% | -2.4% |
| Q4 2023 | $1,296,853 | +7.8% | 16,620 | -0.0% | 0.33% | -5.7% |
| Q3 2023 | $1,203,173 | -2.5% | 16,623 | +0.1% | 0.35% | -1.9% |
| Q2 2023 | $1,234,175 | -28.6% | 16,604 | -30.1% | 0.36% | -37.1% |
| Q1 2023 | $1,727,866 | -1.6% | 23,754 | -2.5% | 0.57% | -19.4% |
| Q4 2022 | $1,756,356 | +9.1% | 24,360 | 0.0% | 0.71% | +9.7% |
| Q3 2022 | $1,610,000 | -5.8% | 24,360 | 0.0% | 0.65% | -3.3% |
| Q2 2022 | $1,710,000 | -9.5% | 24,360 | 0.0% | 0.67% | +8.1% |
| Q1 2022 | $1,890,000 | -4.1% | 24,360 | 0.0% | 0.62% | +6.9% |
| Q4 2021 | $1,971,000 | +10.1% | 24,360 | 0.0% | 0.58% | -3.8% |
| Q3 2021 | $1,790,000 | -2.5% | 24,360 | -0.1% | 0.60% | +2.9% |
| Q2 2021 | $1,835,000 | +4.8% | 24,379 | -3.7% | 0.58% | -5.2% |
| Q1 2021 | $1,751,000 | -3.3% | 25,304 | -5.2% | 0.62% | -9.9% |
| Q4 2020 | $1,811,000 | -61.5% | 26,679 | -63.9% | 0.68% | -66.0% |
| Q3 2020 | $4,710,000 | -28.0% | 73,910 | -31.5% | 2.02% | -36.6% |
| Q2 2020 | $6,543,000 | -6.2% | 107,911 | -16.5% | 3.18% | -36.8% |
| Q1 2020 | $6,977,000 | +228.3% | 129,182 | +298.9% | 5.03% | +294.5% |
| Q4 2019 | $2,125,000 | – | 32,386 | – | 1.28% | – |
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% |