ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,115 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is 6.99 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $41,980 | +0.5% | 500 | 0.0% | 0.01% | -10.0% |
| Q1 2024 | $41,790 | +7.1% | 500 | 0.0% | 0.01% | 0.0% |
| Q4 2023 | $39,015 | +1.7% | 500 | -5.7% | 0.01% | -9.1% |
| Q3 2023 | $38,361 | -23.0% | 530 | -20.9% | 0.01% | -15.4% |
| Q2 2023 | $49,801 | +2.2% | 670 | 0.0% | 0.01% | -7.1% |
| Q1 2023 | $48,736 | +101433.3% | 670 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $48 | -99.9% | 670 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $44,000 | -6.4% | 670 | 0.0% | 0.01% | +7.7% |
| Q2 2022 | $47,000 | -4.1% | 670 | 0.0% | 0.01% | -35.0% |
| Q1 2022 | $49,000 | -9.3% | 670 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $54,000 | – | 670 | – | 0.02% | – |
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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% |