ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,120 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.28 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $18,976,088 | -1.1% | 226,013 | -1.6% | 3.60% | -3.0% |
| Q1 2024 | $19,194,629 | +4.8% | 229,656 | -2.1% | 3.71% | -3.4% |
| Q4 2023 | $18,307,710 | +6.6% | 234,624 | -1.1% | 3.84% | -1.2% |
| Q3 2023 | $17,170,810 | -4.8% | 237,231 | -2.2% | 3.89% | -1.8% |
| Q2 2023 | $18,034,929 | +4.7% | 242,633 | +2.5% | 3.96% | -11.8% |
| Q1 2023 | $17,222,236 | -13.2% | 236,764 | -14.0% | 4.48% | -8.2% |
| Q4 2022 | $19,841,557 | +9439.2% | 275,195 | -1.1% | 4.88% | +8463.2% |
| Q3 2022 | $208,000 | -99.0% | 278,340 | -1.6% | 0.06% | -98.9% |
| Q2 2022 | $19,858,000 | -10.1% | 282,844 | -0.6% | 5.14% | -0.8% |
| Q1 2022 | $22,080,000 | -13.5% | 284,649 | -9.8% | 5.18% | -14.3% |
| Q4 2021 | $25,526,000 | -13.4% | 315,529 | -21.3% | 6.04% | -23.2% |
| Q3 2021 | $29,478,000 | -27.3% | 401,065 | -27.2% | 7.86% | -28.6% |
| Q2 2021 | $40,567,000 | -7.8% | 551,117 | -13.4% | 11.00% | -54.0% |
| Q1 2021 | $44,010,000 | +0.1% | 636,081 | -1.8% | 23.94% | +59.0% |
| Q4 2020 | $43,983,000 | – | 647,966 | – | 15.06% | – |
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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% |