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 | $5,295,976 | +97.5% | 63,078 | +96.6% | 1.50% | +125.2% |
| Q1 2024 | $2,681,418 | -47.5% | 32,082 | -51.0% | 0.67% | -55.7% |
| Q4 2023 | $5,104,990 | +8.6% | 65,423 | +0.7% | 1.50% | +1.4% |
| Q3 2023 | $4,701,084 | +2.3% | 64,950 | +5.1% | 1.48% | +3.9% |
| Q2 2023 | $4,594,339 | +115.2% | 61,810 | +110.6% | 1.43% | -0.9% |
| Q1 2023 | $2,134,961 | +16.4% | 29,351 | +5.8% | 1.44% | +3.1% |
| Q3 2022 | $1,834,000 | -6.5% | 27,743 | -0.7% | 1.40% | -3.4% |
| Q2 2022 | $1,962,000 | -55.0% | 27,943 | -50.3% | 1.44% | +7.5% |
| Q1 2022 | $4,358,000 | +93.3% | 56,182 | +101.6% | 1.34% | -6.3% |
| Q4 2021 | $2,255,000 | -26.3% | 27,868 | -33.0% | 1.43% | +38.3% |
| Q3 2021 | $3,061,000 | +143.3% | 41,622 | +143.6% | 1.04% | +18.2% |
| Q2 2021 | $1,258,000 | +25.3% | 17,084 | +17.8% | 0.88% | +18.2% |
| Q1 2021 | $1,004,000 | +15.4% | 14,504 | +13.1% | 0.74% | +14.0% |
| Q4 2020 | $870,000 | +9.7% | 12,824 | +3.1% | 0.65% | +3.0% |
| Q3 2020 | $793,000 | +8.9% | 12,439 | -45.0% | 0.63% | +5.3% |
| Q2 2020 | $728,000 | +37.4% | 22,613 | +130.4% | 0.60% | +16.3% |
| Q1 2020 | $530,000 | -54.8% | 9,814 | -45.0% | 0.52% | -44.0% |
| Q4 2019 | $1,172,000 | – | 17,849 | – | 0.92% | – |
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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% |