ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 981 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.02 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $20,004,682 | +1.3% | 238,264 | +0.8% | 13.19% | +0.5% |
| Q1 2024 | $19,753,240 | -17.1% | 236,339 | -22.6% | 13.13% | -33.7% |
| Q4 2023 | $23,833,420 | -13.8% | 305,439 | -20.0% | 19.79% | -12.6% |
| Q3 2023 | $27,649,146 | -5.5% | 382,000 | -2.9% | 22.63% | -1.9% |
| Q2 2023 | $29,246,054 | +2.9% | 393,462 | +0.7% | 23.06% | +1.1% |
| Q1 2023 | $28,413,170 | +13.3% | 390,613 | +12.3% | 22.81% | +10.7% |
| Q4 2022 | $25,069,705 | +19.5% | 347,707 | +9.6% | 20.61% | +7.2% |
| Q3 2022 | $20,978,000 | +7.6% | 317,368 | +14.3% | 19.22% | -1.3% |
| Q2 2022 | $19,494,000 | -10.7% | 277,658 | -1.4% | 19.46% | +11.2% |
| Q1 2022 | $21,842,000 | -16.7% | 281,576 | -13.1% | 17.50% | -0.6% |
| Q4 2021 | $26,221,000 | +8.2% | 324,120 | -1.5% | 17.61% | -3.3% |
| Q2 2021 | $24,233,000 | +11.2% | 329,212 | +4.5% | 18.22% | -7.6% |
| Q1 2021 | $21,797,000 | -11.5% | 315,024 | -13.2% | 19.73% | -17.1% |
| Q4 2020 | $24,638,000 | – | 362,961 | – | 23.80% | – |
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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% |