ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 154 filers reported holding ISHARES TR in Q1 2015. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $12,405,762 | +163.6% | 147,758 | +162.4% | 0.00% | +100.0% |
| Q1 2024 | $4,706,822 | -62.2% | 56,315 | -64.7% | 0.00% | -50.0% |
| Q4 2023 | $12,457,408 | +103.6% | 159,649 | +88.9% | 0.00% | +100.0% |
| Q3 2023 | $6,118,064 | -57.2% | 84,527 | -56.1% | 0.00% | -66.7% |
| Q2 2023 | $14,304,586 | +84.7% | 192,447 | +80.8% | 0.00% | +50.0% |
| Q1 2023 | $7,744,555 | +74.3% | 106,469 | +72.8% | 0.00% | +100.0% |
| Q4 2022 | $4,443,595 | +892188.2% | 61,631 | +718.6% | 0.00% | – |
| Q3 2022 | $498 | -98.4% | 7,529 | -98.3% | 0.00% | -100.0% |
| Q2 2022 | $30,482 | -99.8% | 434,157 | +115.1% | 0.01% | +166.7% |
| Q1 2022 | $15,660,000 | +279.7% | 201,883 | +296.0% | 0.00% | +200.0% |
| Q4 2021 | $4,124,000 | -48.3% | 50,980 | -53.0% | 0.00% | -50.0% |
| Q2 2021 | $7,979,000 | +414.1% | 108,389 | +374.2% | 0.00% | – |
| Q4 2020 | $1,552,000 | -69.9% | 22,859 | -71.8% | 0.00% | -100.0% |
| Q3 2020 | $5,161,000 | +8.7% | 80,990 | +3.4% | 0.00% | 0.0% |
| Q2 2020 | $4,748,000 | -47.4% | 78,306 | -43.0% | 0.00% | -50.0% |
| Q4 2019 | $9,019,000 | +220.2% | 137,489 | +212.9% | 0.00% | +100.0% |
| Q3 2019 | $2,817,000 | -76.6% | 43,941 | -77.5% | 0.00% | -66.7% |
| Q2 2019 | $12,042,000 | +1270.0% | 195,075 | +1205.4% | 0.00% | – |
| Q1 2019 | $879,000 | -35.0% | 14,944 | -42.1% | 0.00% | – |
| Q4 2018 | $1,352,000 | +45.1% | 25,807 | +58.0% | 0.00% | – |
| Q3 2018 | $932,000 | -13.8% | 16,336 | -19.7% | 0.00% | – |
| Q2 2018 | $1,081,000 | -42.8% | 20,337 | -44.1% | 0.00% | – |
| Q1 2018 | $1,890,000 | -71.4% | 36,397 | -70.9% | 0.00% | -100.0% |
| Q4 2017 | $6,612,000 | +1020.7% | 125,267 | +969.2% | 0.00% | – |
| Q3 2017 | $590,000 | -94.6% | 11,716 | -94.8% | 0.00% | -100.0% |
| Q2 2017 | $10,968,000 | +96.1% | 224,165 | +91.2% | 0.00% | +50.0% |
| Q1 2017 | $5,594,000 | +110.7% | 117,229 | +99.7% | 0.00% | +100.0% |
| Q4 2016 | $2,655,000 | -82.1% | 58,717 | -82.1% | 0.00% | -80.0% |
| Q3 2016 | $14,863,000 | +1293.0% | 327,162 | +1316.5% | 0.01% | – |
| Q2 2016 | $1,067,000 | -55.1% | 23,096 | -57.3% | 0.00% | -100.0% |
| Q1 2016 | $2,376,000 | +567.4% | 54,083 | +534.5% | 0.00% | – |
| Q4 2015 | $356,000 | -46.2% | 8,524 | -49.0% | 0.00% | – |
| Q3 2015 | $662,000 | -93.4% | 16,717 | -93.1% | 0.00% | -100.0% |
| Q1 2015 | $10,050,000 | +81.3% | 243,572 | +77.9% | 0.00% | +50.0% |
| Q4 2014 | $5,544,000 | – | 136,952 | – | 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% |