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 | $322,623 | -65.5% | 3,843 | -65.6% | 0.17% | -66.9% |
| Q1 2024 | $934,143 | -38.4% | 11,176 | -42.5% | 0.51% | -44.3% |
| Q4 2023 | $1,515,829 | -48.7% | 19,426 | -52.4% | 0.92% | -54.7% |
| Q3 2023 | $2,956,703 | -17.9% | 40,850 | -15.7% | 2.03% | -15.6% |
| Q2 2023 | $3,602,563 | +33.8% | 48,467 | +30.9% | 2.41% | +27.5% |
| Q1 2023 | $2,693,361 | +74.0% | 37,027 | +72.5% | 1.89% | +73.2% |
| Q4 2022 | $1,547,710 | +14.1% | 21,466 | +4.5% | 1.09% | +5.3% |
| Q3 2022 | $1,357,000 | +14.8% | 20,536 | +21.9% | 1.04% | +22.0% |
| Q2 2022 | $1,182,000 | +35.6% | 16,848 | +49.8% | 0.85% | +84.6% |
| Q1 2022 | $872,000 | – | 11,244 | – | 0.46% | – |
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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% |