ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,079 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.02 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $531,957 | -8.8% | 6,324 | -11.2% | 0.13% | -12.9% |
| Q1 2024 | $583,254 | -0.1% | 7,118 | -5.1% | 0.15% | -13.5% |
| Q4 2023 | $583,852 | +5.6% | 7,499 | -2.5% | 0.17% | -7.1% |
| Q3 2023 | $553,081 | -43.9% | 7,691 | -42.1% | 0.18% | -46.8% |
| Q2 2023 | $985,674 | -1.5% | 13,275 | -3.4% | 0.34% | -14.4% |
| Q1 2023 | $1,001,040 | -8.7% | 13,743 | -9.0% | 0.40% | -17.5% |
| Q4 2022 | $1,095,895 | -14.8% | 15,101 | -18.8% | 0.49% | -23.3% |
| Q3 2022 | $1,287,000 | -5.4% | 18,605 | -2.8% | 0.64% | -12.2% |
| Q2 2022 | $1,360,000 | -9.6% | 19,140 | -0.4% | 0.72% | -5.4% |
| Q1 2022 | $1,504,000 | -5.4% | 19,224 | -3.1% | 0.76% | +4.8% |
| Q4 2021 | $1,590,000 | +0.5% | 19,848 | -8.1% | 0.73% | -9.0% |
| Q3 2021 | $1,582,000 | -5.4% | 21,593 | -3.8% | 0.80% | -5.9% |
| Q2 2021 | $1,673,000 | +1.0% | 22,445 | -2.0% | 0.85% | -0.9% |
| Q1 2021 | $1,657,000 | -6.2% | 22,896 | -9.4% | 0.86% | -21.0% |
| Q4 2020 | $1,766,000 | – | 25,285 | – | 1.09% | – |
Download | ||||||
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% |