ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 765 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 0.92 and the average weighting 2.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $600,494 | -2.2% | 7,152 | -2.6% | 0.06% | 0.0% |
| Q1 2024 | $613,765 | +6.8% | 7,343 | -0.3% | 0.06% | -3.0% |
| Q4 2023 | $574,551 | +6.2% | 7,363 | -1.4% | 0.07% | -2.9% |
| Q3 2023 | $540,775 | -3.2% | 7,471 | -0.6% | 0.07% | -4.2% |
| Q2 2023 | $558,570 | -9.9% | 7,515 | -11.9% | 0.07% | -20.9% |
| Q1 2023 | $620,278 | +2.9% | 8,527 | +1.9% | 0.09% | -4.2% |
| Q4 2022 | $603,024 | +14.5% | 8,364 | +5.0% | 0.10% | -2.1% |
| Q3 2022 | $526,511 | -5.9% | 7,965 | -0.0% | 0.10% | -4.9% |
| Q2 2022 | $559,319 | -12.5% | 7,966 | -3.3% | 0.10% | -1.0% |
| Q1 2022 | $639,031 | -29.1% | 8,238 | -26.1% | 0.10% | -30.4% |
| Q4 2021 | $901,373 | -6.9% | 11,142 | -15.5% | 0.15% | -14.9% |
| Q3 2021 | $968,676 | -7.0% | 13,179 | -6.9% | 0.17% | -1.7% |
| Q2 2021 | $1,042,017 | -45.2% | 14,156 | -48.5% | 0.18% | -49.3% |
| Q1 2021 | $1,902,664 | -93.9% | 27,499 | -94.0% | 0.35% | -93.8% |
| Q4 2020 | $31,127,367 | -5.2% | 458,565 | -11.0% | 5.61% | -15.7% |
| Q3 2020 | $32,842,200 | +10.9% | 515,333 | +5.5% | 6.65% | -0.7% |
| Q2 2020 | $29,617,360 | +8.1% | 488,493 | -3.7% | 6.70% | -8.8% |
| Q1 2020 | $27,399,953 | -23.7% | 507,313 | -7.3% | 7.34% | -14.3% |
| Q4 2019 | $35,907,639 | +10.8% | 547,373 | +8.3% | 8.57% | +1.4% |
| Q3 2019 | $32,406,602 | +46.7% | 505,563 | +41.2% | 8.45% | +43.3% |
| Q2 2019 | $22,097,536 | +32.5% | 357,971 | +26.2% | 5.90% | +25.3% |
| Q1 2019 | $16,676,938 | – | 283,621 | – | 4.71% | – |
Download | ||||||
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% |