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 | $248,564 | -4.3% | 2,961 | -4.7% | 0.08% | -6.2% |
| Q1 2024 | $259,747 | -65.8% | 3,108 | -68.1% | 0.08% | -71.3% |
| Q4 2023 | $759,223 | -3.0% | 9,730 | -10.0% | 0.28% | -5.4% |
| Q3 2023 | $782,333 | -20.1% | 10,809 | -17.9% | 0.30% | -21.4% |
| Q2 2023 | $978,893 | +1.6% | 13,170 | -0.6% | 0.38% | -8.9% |
| Q1 2023 | $963,500 | – | 13,246 | – | 0.42% | – |
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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% |