ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,139 filers reported holding ISHARES TR in Q1 2024. The put-call ratio across all filers is 20.01 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $4,122,269 | -2.2% | 49,098 | -2.6% | 0.41% | -6.4% |
| Q1 2024 | $4,213,813 | +4.4% | 50,417 | -2.5% | 0.44% | -5.6% |
| Q4 2023 | $4,035,347 | -0.7% | 51,715 | -7.9% | 0.46% | -11.9% |
| Q3 2023 | $4,064,034 | -4.3% | 56,149 | -1.8% | 0.53% | -0.4% |
| Q2 2023 | $4,248,299 | -6.0% | 57,155 | -8.0% | 0.53% | -11.4% |
| Q1 2023 | $4,517,822 | +2.9% | 62,109 | +2.0% | 0.60% | -3.1% |
| Q4 2022 | $4,389,633 | +24.9% | 60,883 | +14.5% | 0.62% | +8.2% |
| Q3 2022 | $3,514,000 | -5.1% | 53,159 | +0.8% | 0.57% | -1.2% |
| Q2 2022 | $3,702,000 | -7.7% | 52,722 | +1.9% | 0.58% | +2.7% |
| Q1 2022 | $4,012,000 | -7.5% | 51,725 | -3.5% | 0.56% | -8.5% |
| Q4 2021 | $4,335,000 | +2.4% | 53,584 | -7.0% | 0.61% | -7.0% |
| Q3 2021 | $4,234,000 | -21.2% | 57,606 | -21.1% | 0.66% | -21.8% |
| Q2 2021 | $5,375,000 | -10.6% | 73,014 | -16.0% | 0.84% | -13.8% |
| Q1 2021 | $6,015,000 | -7.9% | 86,928 | -9.6% | 0.98% | -16.1% |
| Q4 2020 | $6,528,000 | -18.2% | 96,172 | -23.2% | 1.17% | -22.5% |
| Q3 2020 | $7,976,000 | +9.0% | 125,150 | +3.7% | 1.50% | +1.1% |
| Q2 2020 | $7,318,000 | – | 120,704 | – | 1.49% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shelter Ins Retirement Plan | 1,597,200 | $110,494,000 | 56.50% |
| Financial Advisors, LLC | 923,451 | $63,894,000 | 25.50% |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 636,081 | $44,010,000 | 23.94% |
| Legacy Financial Advisors, Inc. | 1,206,784 | $83,497,000 | 22.88% |
| Personal Wealth Partners | 712,395 | $49,291,000 | 22.24% |
| Halpern Financial, Inc. | 624,778 | $43,228,364 | 20.92% |
| Cassia Capital Partners, LLC | 315,024 | $21,797,000 | 19.73% |
| Syverson Strege & Co | 240,974 | $16,673,000 | 17.33% |
| Kelly Financial Services LLC | 375,105 | $25,953,528 | 16.13% |
| Garrett Wealth Advisory Group, LLC | 307,307 | $21,263,000 | 15.04% |