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 | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $206,109 | -16.8% | 2,466 | -22.4% | 0.02% | -25.9% |
| Q4 2023 | $247,824 | +7.2% | 3,176 | 0.0% | 0.03% | -3.6% |
| Q3 2023 | $231,109 | -2.1% | 3,176 | 0.0% | 0.03% | 0.0% |
| Q2 2023 | $236,073 | -6.6% | 3,176 | -8.6% | 0.03% | -15.2% |
| Q1 2023 | $252,845 | -3.5% | 3,476 | -2.5% | 0.03% | 0.0% |
| Q2 2021 | $262,000 | +4.0% | 3,564 | -2.1% | 0.03% | -5.7% |
| Q1 2021 | $252,000 | 0.0% | 3,639 | -2.2% | 0.04% | -2.8% |
| Q4 2020 | $252,000 | -0.8% | 3,719 | -6.6% | 0.04% | -12.2% |
| Q3 2020 | $254,000 | -16.7% | 3,980 | -20.8% | 0.04% | -24.1% |
| Q2 2020 | $305,000 | +5.9% | 5,027 | -5.8% | 0.05% | -14.3% |
| Q1 2020 | $288,000 | -29.6% | 5,336 | -14.4% | 0.06% | -19.2% |
| Q4 2019 | $409,000 | +0.7% | 6,236 | -1.6% | 0.08% | -9.3% |
| Q3 2019 | $406,000 | -11.0% | 6,335 | -14.3% | 0.09% | -5.5% |
| Q2 2019 | $456,000 | +11.5% | 7,390 | +6.2% | 0.09% | +8.3% |
| Q1 2019 | $409,000 | +8.2% | 6,960 | -3.5% | 0.08% | -5.6% |
| Q4 2018 | $378,000 | -11.9% | 7,214 | -4.0% | 0.09% | +1.1% |
| Q3 2018 | $429,000 | +0.5% | 7,514 | -6.4% | 0.09% | -12.0% |
| Q2 2018 | $427,000 | +1.2% | 8,032 | -1.0% | 0.10% | 0.0% |
| Q1 2018 | $422,000 | -10.8% | 8,117 | -9.4% | 0.10% | -12.3% |
| Q4 2017 | $473,000 | +4.9% | 8,961 | +0.0% | 0.11% | -5.0% |
| Q3 2017 | $451,000 | +3.9% | 8,960 | +1.0% | 0.12% | -1.6% |
| Q2 2017 | $434,000 | -25.8% | 8,873 | -27.6% | 0.12% | -29.5% |
| Q1 2017 | $585,000 | +8.1% | 12,253 | +2.3% | 0.17% | +0.6% |
| Q4 2016 | $541,000 | -0.6% | 11,972 | 0.0% | 0.17% | -4.4% |
| Q3 2016 | $544,000 | +77.2% | 11,972 | +80.5% | 0.18% | +78.2% |
| Q2 2016 | $307,000 | +52.7% | 6,634 | +44.8% | 0.10% | +46.4% |
| Q1 2016 | $201,000 | – | 4,582 | – | 0.07% | – |
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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% |