ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,054 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.09 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $576,909 | -35.8% | 6,762 | -38.8% | 0.21% | -40.4% |
| Q1 2024 | $899,261 | -64.9% | 11,054 | -65.4% | 0.36% | -65.0% |
| Q4 2023 | $2,560,662 | -27.0% | 31,924 | -34.3% | 1.02% | -37.6% |
| Q3 2023 | $3,509,521 | -17.2% | 48,561 | -14.8% | 1.63% | -11.9% |
| Q2 2023 | $4,236,200 | +1.9% | 56,992 | +1.2% | 1.85% | -1.1% |
| Q1 2023 | $4,155,395 | +9.6% | 56,291 | +8.1% | 1.87% | +8.3% |
| Q4 2022 | $3,791,710 | +58.1% | 52,062 | +43.9% | 1.72% | +40.7% |
| Q3 2022 | $2,398,000 | +49.8% | 36,188 | +62.0% | 1.23% | +60.5% |
| Q2 2022 | $1,601,000 | +1.8% | 22,333 | +7.7% | 0.76% | +7.8% |
| Q1 2022 | $1,573,000 | -30.4% | 20,741 | -28.8% | 0.71% | -25.1% |
| Q4 2021 | $2,259,000 | +1.7% | 29,124 | +1.3% | 0.95% | -0.7% |
| Q3 2021 | $2,221,000 | – | 28,745 | – | 0.95% | – |
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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% |