ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 697 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 2.04 and the average weighting 1.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $228,000 | +10.1% | 3,360 | +3.4% | 0.01% | 0.0% |
| Q3 2020 | $207,000 | -83.9% | 3,249 | -84.7% | 0.01% | -84.8% |
| Q2 2020 | $1,285,000 | -3.6% | 21,199 | -14.1% | 0.07% | -19.5% |
| Q1 2020 | $1,333,000 | -36.5% | 24,682 | -22.8% | 0.08% | -20.4% |
| Q4 2019 | $2,098,000 | +2.9% | 31,982 | +0.6% | 0.10% | 0.0% |
| Q3 2019 | $2,039,000 | +197.2% | 31,804 | +186.4% | 0.10% | +194.3% |
| Q2 2019 | $686,000 | -21.9% | 11,105 | -25.6% | 0.04% | -23.9% |
| Q1 2019 | $878,000 | +12.3% | 14,929 | 0.0% | 0.05% | +7.0% |
| Q4 2018 | $782,000 | +7.4% | 14,929 | +17.0% | 0.04% | +19.4% |
| Q3 2018 | $728,000 | +7.4% | 12,759 | 0.0% | 0.04% | +2.9% |
| Q2 2018 | $678,000 | +17.5% | 12,759 | +14.9% | 0.04% | +16.7% |
| Q1 2018 | $577,000 | -6.9% | 11,105 | -5.4% | 0.03% | -6.2% |
| Q4 2017 | $620,000 | – | 11,744 | – | 0.03% | – |
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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% |