ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,139 filers reported holding ISHARES TR in Q1 2024. The put-call ratio across all filers is 20.01 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $312,948 | -13.8% | 3,727 | -14.2% | 0.18% | -12.8% |
| Q1 2024 | $363,204 | +6.9% | 4,346 | -0.2% | 0.20% | -1.9% |
| Q4 2023 | $339,751 | -17.4% | 4,354 | -23.3% | 0.21% | -41.9% |
| Q3 2023 | $411,080 | -84.2% | 5,679 | -83.8% | 0.36% | -80.3% |
| Q2 2023 | $2,606,795 | +735.9% | 35,071 | +718.1% | 1.81% | +581.5% |
| Q1 2023 | $311,843 | -22.3% | 4,287 | -23.0% | 0.26% | -20.4% |
| Q4 2022 | $401,545 | +9.4% | 5,569 | +0.2% | 0.33% | -14.6% |
| Q3 2022 | $367,000 | -10.5% | 5,557 | -4.8% | 0.39% | +21.9% |
| Q2 2022 | $410,000 | -40.6% | 5,838 | -44.6% | 0.32% | -30.1% |
| Q3 2021 | $690,000 | -7.0% | 10,541 | +4.6% | 0.46% | +1.6% |
| Q2 2021 | $742,000 | -52.3% | 10,079 | -56.0% | 0.45% | -65.2% |
| Q4 2020 | $1,557,000 | -10.9% | 22,932 | -20.5% | 1.30% | -19.3% |
| Q3 2020 | $1,748,000 | 0.0% | 28,837 | 0.0% | 1.60% | 0.0% |
| Q2 2020 | $1,748,000 | -99.9% | 28,837 | -3.6% | 1.60% | +6.3% |
| Q1 2020 | $1,643,269,000 | -2.5% | 29,910 | +16.4% | 1.51% | +3.1% |
| Q4 2019 | $1,686,081,000 | +328570.8% | 25,686 | +288.5% | 1.46% | +410.1% |
| Q1 1987 | $513,000 | – | 6,611 | – | 0.29% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shelter Ins Retirement Plan | 1,597,200 | $110,494,000 | 56.50% |
| Financial Advisors, LLC | 923,451 | $63,894,000 | 25.50% |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 636,081 | $44,010,000 | 23.94% |
| Legacy Financial Advisors, Inc. | 1,206,784 | $83,497,000 | 22.88% |
| Personal Wealth Partners | 712,395 | $49,291,000 | 22.24% |
| Halpern Financial, Inc. | 624,778 | $43,228,364 | 20.92% |
| Cassia Capital Partners, LLC | 315,024 | $21,797,000 | 19.73% |
| Syverson Strege & Co | 240,974 | $16,673,000 | 17.33% |
| Kelly Financial Services LLC | 375,105 | $25,953,528 | 16.13% |
| Garrett Wealth Advisory Group, LLC | 307,307 | $21,263,000 | 15.04% |