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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $3,016,000 | +127.3% | 37,280 | +106.4% | 1.13% | +107.2% |
| Q3 2021 | $1,327,000 | -20.5% | 18,061 | -20.4% | 0.54% | -20.7% |
| Q2 2021 | $1,670,000 | -52.4% | 22,690 | -55.3% | 0.69% | -57.5% |
| Q1 2021 | $3,512,000 | -21.7% | 50,759 | -23.2% | 1.61% | -25.5% |
| Q4 2020 | $4,488,000 | +17.7% | 66,123 | +10.5% | 2.17% | -7.6% |
| Q3 2020 | $3,812,000 | +6.4% | 59,819 | +1.3% | 2.34% | +4.9% |
| Q2 2020 | $3,582,000 | +584.9% | 59,075 | +510.5% | 2.23% | +226.6% |
| Q1 2020 | $523,000 | -18.5% | 9,677 | +3.0% | 0.68% | -0.4% |
| Q4 2019 | $642,000 | – | 9,393 | – | 0.69% | – |
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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% |