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 | $26,637,719 | -2.7% | 317,266 | -3.1% | 0.29% | -4.9% |
| Q1 2024 | $27,373,193 | -3.4% | 327,508 | -9.8% | 0.31% | -12.7% |
| Q4 2023 | $28,330,802 | -17.0% | 363,077 | -22.8% | 0.35% | -25.9% |
| Q3 2023 | $34,137,536 | +1.5% | 470,205 | +4.0% | 0.48% | +4.1% |
| Q2 2023 | $33,621,377 | +3.6% | 452,326 | +1.4% | 0.46% | -4.4% |
| Q1 2023 | $32,463,559 | +6.6% | 446,295 | +5.7% | 0.48% | -1.6% |
| Q4 2022 | $30,449,623 | +2.3% | 422,325 | -6.2% | 0.49% | -5.1% |
| Q3 2022 | $29,758,034 | +12.9% | 450,131 | +19.9% | 0.51% | +3.8% |
| Q2 2022 | $26,367,000 | -2.8% | 375,560 | +7.4% | 0.50% | +9.8% |
| Q1 2022 | $27,129,000 | – | 349,728 | – | 0.45% | – |
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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% |