ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,115 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is 6.99 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $5,787,529 | +0.2% | 68,931 | -0.2% | 3.29% | -0.2% |
| Q1 2024 | $5,773,913 | +2.7% | 69,082 | -4.2% | 3.30% | -5.4% |
| Q4 2023 | $5,624,836 | +7.1% | 72,085 | -0.7% | 3.48% | -8.4% |
| Q3 2023 | $5,253,235 | -4.1% | 72,579 | -1.6% | 3.80% | -2.7% |
| Q2 2023 | $5,480,169 | +2.7% | 73,728 | +0.5% | 3.91% | -3.4% |
| Q1 2023 | $5,337,554 | +1.1% | 73,379 | +0.2% | 4.05% | -6.8% |
| Q4 2022 | $5,280,902 | +9.8% | 73,244 | +0.7% | 4.34% | -7.5% |
| Q3 2022 | $4,809,000 | -6.1% | 72,748 | -0.3% | 4.69% | -2.0% |
| Q2 2022 | $5,123,000 | -7.2% | 72,964 | +2.6% | 4.79% | 0.0% |
| Q1 2022 | $5,518,000 | +1.8% | 71,130 | +6.2% | 4.79% | +6.3% |
| Q4 2021 | $5,418,000 | – | 66,966 | – | 4.51% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shelter Ins Retirement Plan | 1,597,200 | $110,494,000 | 56.50% |
| Financial Advisors, LLC | 923,451 | $63,894,000 | 25.50% |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 636,081 | $44,010,000 | 23.94% |
| Legacy Financial Advisors, Inc. | 1,206,784 | $83,497,000 | 22.88% |
| Personal Wealth Partners | 712,395 | $49,291,000 | 22.24% |
| Halpern Financial, Inc. | 624,778 | $43,228,364 | 20.92% |
| Cassia Capital Partners, LLC | 315,024 | $21,797,000 | 19.73% |
| Syverson Strege & Co | 240,974 | $16,673,000 | 17.33% |
| Kelly Financial Services LLC | 375,105 | $25,953,528 | 16.13% |
| Garrett Wealth Advisory Group, LLC | 307,307 | $21,263,000 | 15.04% |