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 | $630,877 | +0.5% | 7,514 | 0.0% | 0.02% | -6.2% |
| Q1 2024 | $628,021 | +1155.6% | 7,514 | +1072.2% | 0.02% | +1500.0% |
| Q4 2023 | $50,018 | +7.8% | 641 | 0.0% | 0.00% | 0.0% |
| Q3 2023 | $46,396 | -2.6% | 641 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $47,646 | -19.9% | 641 | -21.6% | 0.00% | -50.0% |
| Q1 2023 | $59,502 | +4.4% | 818 | -4.4% | 0.00% | 0.0% |
| Q3 2022 | $57,000 | -5.0% | 856 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $60,000 | -9.1% | 856 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $66,000 | +560.0% | 856 | +409.5% | 0.00% | +100.0% |
| Q2 2020 | $10,000 | -54.5% | 168 | -59.1% | 0.00% | 0.0% |
| Q1 2020 | $22,000 | -18.5% | 411 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $27,000 | +68.8% | 411 | +69.1% | 0.00% | 0.0% |
| Q3 2019 | $16,000 | +6.7% | 243 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $15,000 | +50.0% | 243 | +22.7% | 0.00% | 0.0% |
| Q2 2017 | $10,000 | +11.1% | 198 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $9,000 | 0.0% | 198 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $9,000 | 0.0% | 198 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $9,000 | 0.0% | 198 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $9,000 | 0.0% | 198 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $9,000 | +12.5% | 198 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $8,000 | 0.0% | 198 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $8,000 | – | 198 | – | 0.00% | – |
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% |