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 | $8,236,474 | -23.0% | 98,100 | -26.2% | 0.38% | -17.0% |
| Q4 2023 | $10,694,205 | -45.9% | 132,880 | -51.3% | 0.46% | -59.4% |
| Q3 2023 | $19,753,004 | -23.9% | 272,907 | -21.9% | 1.13% | -21.7% |
| Q2 2023 | $25,965,613 | -15.2% | 349,329 | -17.0% | 1.45% | -25.9% |
| Q1 2023 | $30,603,099 | -27.5% | 420,719 | -28.1% | 1.95% | -43.1% |
| Q4 2022 | $42,200,257 | – | 585,302 | – | 3.43% | – |
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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% |