ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,022 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.24 and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,603,075 | +2.2% | 21,567 | 0.0% | 0.43% | +2.4% |
| Q1 2023 | $1,568,784 | +38.3% | 21,567 | +37.1% | 0.42% | +36.7% |
| Q4 2022 | $1,133,989 | +9.0% | 15,728 | 0.0% | 0.30% | +6.3% |
| Q3 2022 | $1,040,000 | -6.8% | 15,728 | +22.1% | 0.29% | -5.3% |
| Q4 2020 | $1,116,000 | -85.7% | 12,881 | -89.5% | 0.30% | -85.4% |
| Q3 2020 | $7,808,000 | +6.1% | 122,527 | +0.9% | 2.07% | +1.0% |
| Q2 2020 | $7,360,000 | +99.5% | 121,381 | +77.7% | 2.05% | +63.6% |
| Q1 2020 | $3,690,000 | -53.9% | 68,317 | -44.0% | 1.25% | -40.5% |
| Q4 2019 | $7,996,000 | – | 121,896 | – | 2.11% | – |
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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% |