ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 967 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.03 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,063,659 | -4.9% | 36,490 | -5.3% | 0.29% | -22.3% |
| Q1 2024 | $3,220,810 | +1.3% | 38,536 | -5.4% | 0.38% | -27.6% |
| Q4 2023 | $3,179,192 | -39.1% | 40,743 | -43.5% | 0.52% | -49.6% |
| Q3 2023 | $5,223,636 | -21.0% | 72,170 | -18.9% | 1.03% | -21.9% |
| Q2 2023 | $6,614,421 | -1.8% | 88,987 | -3.9% | 1.32% | -9.9% |
| Q1 2023 | $6,736,537 | -33.2% | 92,611 | -33.8% | 1.46% | -37.1% |
| Q4 2022 | $10,079,361 | +18.5% | 139,797 | +8.6% | 2.33% | +6.3% |
| Q3 2022 | $8,508,000 | +6.1% | 128,708 | +12.7% | 2.19% | +7.4% |
| Q2 2022 | $8,017,000 | +6.2% | 114,189 | +17.4% | 2.04% | +11.7% |
| Q1 2022 | $7,547,000 | +3.3% | 97,289 | +7.8% | 1.82% | +19.9% |
| Q4 2021 | $7,303,000 | +15.2% | 90,266 | +4.7% | 1.52% | +1.1% |
| Q3 2021 | $6,339,000 | +2.1% | 86,241 | +2.3% | 1.50% | -29.3% |
| Q2 2021 | $6,206,000 | +7.9% | 84,303 | +1.4% | 2.13% | +1.1% |
| Q1 2021 | $5,754,000 | +27.4% | 83,155 | +25.0% | 2.10% | +1.4% |
| Q4 2020 | $4,516,000 | – | 66,523 | – | 2.08% | – |
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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% |