ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,141 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 1.49 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $198,397 | -5.3% | 2,363 | -5.7% | 0.00% | -50.0% |
| Q1 2024 | $209,535 | -5.6% | 2,507 | -11.9% | 0.00% | 0.0% |
| Q4 2023 | $221,995 | +1.8% | 2,845 | -5.5% | 0.00% | 0.0% |
| Q3 2023 | $218,009 | -97.6% | 3,012 | -97.5% | 0.00% | -97.7% |
| Q2 2023 | $8,975,942 | +19.4% | 120,758 | +16.9% | 0.09% | +6.0% |
| Q1 2023 | $7,516,297 | -26.7% | 103,331 | -27.4% | 0.08% | -32.0% |
| Q4 2022 | $10,260,911 | +34.4% | 142,315 | +23.2% | 0.12% | +34.1% |
| Q3 2022 | $7,636,004 | +153.7% | 115,522 | +169.5% | 0.09% | +167.6% |
| Q2 2022 | $3,009,411 | +996.9% | 42,863 | +1111.8% | 0.03% | +1033.3% |
| Q1 2022 | $274,365 | – | 3,537 | – | 0.00% | – |
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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% |