ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,139 filers reported holding ISHARES TR in Q1 2024. The put-call ratio across all filers is 20.01 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,149,794 | -49.9% | 37,515 | -50.1% | 3.25% | -9.4% |
| Q1 2024 | $6,285,076 | +16.6% | 75,198 | +8.8% | 3.59% | +3.0% |
| Q4 2023 | $5,391,425 | +4.8% | 69,094 | -1.9% | 3.48% | -5.4% |
| Q3 2023 | $5,145,843 | -5.1% | 70,443 | -3.1% | 3.68% | -3.2% |
| Q2 2023 | $5,422,355 | +2.3% | 72,715 | +0.6% | 3.80% | -5.8% |
| Q1 2023 | $5,299,304 | +2.0% | 72,267 | +1.1% | 4.04% | +1.0% |
| Q4 2022 | $5,195,016 | +13.0% | 71,468 | +2.8% | 4.00% | -0.3% |
| Q3 2022 | $4,596,000 | -8.1% | 69,530 | -1.1% | 4.01% | -1.7% |
| Q2 2022 | $4,999,000 | -15.2% | 70,335 | -10.8% | 4.08% | -11.9% |
| Q1 2022 | $5,895,000 | +0.6% | 78,888 | +0.6% | 4.64% | +4.9% |
| Q4 2021 | $5,857,000 | – | 78,432 | – | 4.42% | – |
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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% |