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 | $968,730 | -2.7% | 11,538 | -3.1% | 0.17% | -2.2% |
| Q1 2024 | $995,354 | +27.2% | 11,909 | +18.7% | 0.18% | +21.1% |
| Q4 2023 | $782,652 | -10.0% | 10,034 | -16.5% | 0.15% | -16.0% |
| Q3 2023 | $869,356 | -5.6% | 12,011 | -1.1% | 0.18% | -0.6% |
| Q2 2023 | $921,092 | -0.2% | 12,150 | -4.3% | 0.18% | -7.9% |
| Q1 2023 | $923,143 | +9.2% | 12,691 | +8.3% | 0.19% | +4.4% |
| Q4 2022 | $845,084 | +14.7% | 11,721 | +5.1% | 0.18% | +10.2% |
| Q3 2022 | $737,000 | -18.3% | 11,153 | -13.2% | 0.17% | -16.6% |
| Q2 2022 | $902,000 | -90.9% | 12,854 | -89.9% | 0.20% | -89.6% |
| Q1 2022 | $9,866,000 | +9.8% | 127,184 | +14.6% | 1.92% | +10.9% |
| Q4 2021 | $8,982,000 | +12.6% | 111,023 | +2.3% | 1.73% | +8.1% |
| Q3 2021 | $7,980,000 | -9.7% | 108,569 | -9.6% | 1.60% | -5.3% |
| Q2 2021 | $8,841,000 | +4.2% | 120,108 | -2.1% | 1.69% | -4.5% |
| Q1 2021 | $8,487,000 | +1.0% | 122,661 | -0.9% | 1.77% | +1.0% |
| Q4 2020 | $8,405,000 | – | 123,824 | – | 1.75% | – |
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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% |