ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,022 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.24 and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $44,026 | +0.5% | 524 | 0.0% | 0.02% | -3.8% |
| Q1 2024 | $43,800 | +7.2% | 524 | 0.0% | 0.03% | 0.0% |
| Q4 2023 | $40,862 | +8.0% | 524 | +0.2% | 0.03% | -3.7% |
| Q3 2023 | $37,835 | +18.7% | 523 | +22.2% | 0.03% | +22.7% |
| Q2 2023 | $31,867 | +81.5% | 428 | +77.6% | 0.02% | +69.2% |
| Q1 2023 | $17,559 | -4.1% | 241 | -5.1% | 0.01% | -13.3% |
| Q4 2022 | $18,313 | +161.6% | 254 | +135.2% | 0.02% | +150.0% |
| Q3 2022 | $7,000 | -12.5% | 108 | 0.0% | 0.01% | -25.0% |
| Q2 2022 | $8,000 | +14.3% | 108 | +13.7% | 0.01% | +33.3% |
| Q1 2022 | $7,000 | -12.5% | 95 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $8,000 | +14.3% | 95 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $7,000 | 0.0% | 95 | 0.0% | 0.01% | +20.0% |
| Q2 2021 | $7,000 | 0.0% | 95 | 0.0% | 0.01% | -16.7% |
| Q1 2021 | $7,000 | +16.7% | 95 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $6,000 | +20.0% | 95 | +33.8% | 0.01% | +20.0% |
| Q3 2020 | $5,000 | +25.0% | 71 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $4,000 | 0.0% | 71 | 0.0% | 0.01% | -16.7% |
| Q1 2020 | $4,000 | -33.3% | 71 | -25.3% | 0.01% | 0.0% |
| Q4 2019 | $6,000 | – | 95 | – | 0.01% | – |
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% |