ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,116 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.02 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $202,160 | -17.4% | 2,793 | -15.1% | 0.08% | -15.0% |
| Q2 2023 | $244,623 | +5.6% | 3,291 | +3.3% | 0.10% | +3.1% |
| Q1 2023 | $231,751 | -31.7% | 3,186 | -32.3% | 0.10% | -34.9% |
| Q4 2022 | $339,519 | -38.9% | 4,709 | -44.1% | 0.15% | -43.3% |
| Q3 2022 | $556,000 | 0.0% | 8,419 | +6.4% | 0.26% | +1.5% |
| Q2 2022 | $556,000 | -27.0% | 7,913 | -16.0% | 0.26% | -24.3% |
| Q1 2022 | $762,000 | 0.0% | 9,415 | 0.0% | 0.34% | 0.0% |
| Q4 2021 | $762,000 | +26.2% | 9,415 | +14.6% | 0.34% | +0.6% |
| Q3 2021 | $604,000 | +8.6% | 8,214 | +8.7% | 0.34% | +4.6% |
| Q2 2021 | $556,000 | -24.4% | 7,557 | -25.8% | 0.32% | -31.9% |
| Q1 2021 | $735,000 | -61.6% | 10,178 | -63.8% | 0.48% | -71.0% |
| Q4 2020 | $1,915,000 | – | 28,152 | – | 1.65% | – |
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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% |