ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 969 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.09 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $6,818,963 | -5.6% | 81,217 | -6.0% | 1.12% | -7.2% |
| Q1 2024 | $7,222,037 | -6.3% | 86,409 | -12.6% | 1.21% | +13.3% |
| Q4 2023 | $7,711,173 | -1.8% | 98,823 | -8.9% | 1.06% | -9.3% |
| Q3 2023 | $7,849,588 | -20.8% | 108,450 | -18.7% | 1.17% | -8.6% |
| Q2 2023 | $9,917,206 | -3.4% | 133,421 | -5.5% | 1.28% | -4.8% |
| Q1 2023 | $10,270,560 | +7.8% | 141,195 | +6.8% | 1.35% | +2.0% |
| Q4 2022 | $9,528,148 | +14.0% | 132,152 | +4.5% | 1.32% | -1.8% |
| Q3 2022 | $8,361,000 | -5.7% | 126,485 | +0.2% | 1.35% | -0.8% |
| Q2 2022 | $8,865,000 | -9.4% | 126,270 | +0.1% | 1.36% | +3.1% |
| Q1 2022 | $9,787,000 | -6.8% | 126,168 | -2.8% | 1.32% | -5.6% |
| Q4 2021 | $10,499,000 | +6.1% | 129,780 | +0.3% | 1.40% | +4.5% |
| Q3 2021 | $9,892,000 | -36.3% | 129,422 | -38.7% | 1.34% | -37.5% |
| Q2 2021 | $15,530,000 | +10.7% | 210,970 | +4.1% | 2.14% | +2.7% |
| Q1 2021 | $14,025,000 | +10.2% | 202,710 | +8.1% | 2.08% | -5.3% |
| Q4 2020 | $12,725,000 | – | 187,469 | – | 2.20% | – |
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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% |