ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 95 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2022 | $308,588,000 | +226.5% | 4,280,000 | +199.3% | 9.38% | +245.0% |
Q3 2022 | $94,523,000 | -68.9% | 1,430,000 | -66.9% | 2.72% | -70.9% |
Q2 2022 | $303,686,000 | +723.7% | 4,325,400 | +509.2% | 9.35% | +486.4% |
Q1 2018 | $36,870,000 | -1.6% | 710,000 | 0.0% | 1.59% | -17.5% |
Q4 2017 | $37,474,000 | +4.8% | 710,000 | 0.0% | 1.93% | +7.2% |
Q3 2017 | $35,741,000 | +2.9% | 710,000 | 0.0% | 1.80% | -2.4% |
Q2 2017 | $34,740,000 | +2.5% | 710,000 | 0.0% | 1.85% | -10.1% |
Q1 2017 | $33,881,000 | +5.5% | 710,000 | 0.0% | 2.05% | +6.9% |
Q4 2016 | $32,106,000 | -0.5% | 710,000 | 0.0% | 1.92% | -15.6% |
Q3 2016 | $32,255,000 | -1.7% | 710,000 | 0.0% | 2.28% | +6.0% |
Q2 2016 | $32,809,000 | +5.2% | 710,000 | 0.0% | 2.15% | -20.2% |
Q1 2016 | $31,190,000 | +5.0% | 710,000 | 0.0% | 2.69% | -4.8% |
Q4 2015 | $29,692,000 | +5.6% | 710,000 | 0.0% | 2.83% | -2.4% |
Q3 2015 | $28,109,000 | -1.8% | 710,000 | 0.0% | 2.90% | +13.4% |
Q2 2015 | $28,627,000 | -2.3% | 710,000 | 0.0% | 2.55% | +4.1% |
Q1 2015 | $29,295,000 | +1.9% | 710,000 | 0.0% | 2.45% | +11.4% |
Q4 2014 | $28,741,000 | -83.1% | 710,000 | -84.3% | 2.20% | -71.6% |
Q3 2014 | $170,067,000 | +1.2% | 4,513,459 | 0.0% | 7.74% | +70.3% |
Q2 2014 | $167,991,000 | +3.2% | 4,513,459 | 0.0% | 4.54% | -13.3% |
Q1 2014 | $162,710,000 | +1.5% | 4,513,459 | 0.0% | 5.24% | -11.8% |
Q4 2013 | $160,228,000 | +27.0% | 4,513,459 | +18.7% | 5.94% | +21.2% |
Q3 2013 | $126,199,000 | +1.9% | 3,803,459 | 0.0% | 4.90% | -13.3% |
Q2 2013 | $123,879,000 | – | 3,803,459 | – | 5.65% | – |
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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% |