Auto-Owners Insurance Co IUSV holdings history
ISHARES CORE S&P U.S. VALUE · CUSIP 464287663 · CIK 1964189
As of 2026-06-30, Auto-Owners Insurance Co reported 864.00K IUSV (shares), valued at $95.22M, or 2.15% of its reported non-derivative portfolio. Filed 2026-07-15.
Verify history & sources →Shares decreased 36.19%; reported value decreased 31.32%, and weight changed -0.75 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 2.15% | 864,000 | SEC filing ↗Filed Jul 15, 2026 |
| Q1 2026 | 2.90% | 1,354,000 | SEC filing ↗Filed Apr 10, 2026 |
| Q4 2025 | 2.92% | 1,354,000 | SEC filing ↗Filed Mar 9, 2026Amended |
| Q3 2025 | 2.22% | 864,000 | SEC filing ↗Filed Nov 19, 2025Amended |
| Q2 2025 | 1.82% | 864,000 | SEC filing ↗Filed Aug 1, 2025 |
| Q1 2025 | 0.28% | 513,800 | SEC filing ↗Filed May 6, 2025 |
| Q4 2024 | 2.85% | 1,354,000 | SEC filing ↗Filed Feb 14, 2025 |
| Q3 2024 | 2.02% | 864,000 | SEC filing ↗Filed Nov 12, 2024 |
| Q2 2024 | 2.01% | 864,000 | SEC filing ↗Filed Aug 14, 2024 |
| Q1 2024 | 2.07% | 864,000 | SEC filing ↗Filed May 8, 2024 |
| Q4 2023 | 2.20% | 864,000 | SEC filing ↗Filed Feb 13, 2024 |
| Q3 2023 | 2.15% | 864,000 | SEC filing ↗Filed Oct 11, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 2.15% | 864,000 | $64.40M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 11, 2023 |
| Q4 2023 | 2.20% | 864,000 | $72.81M | Shares unchanged; reported value increased 13.05%, and weight changed +0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 13, 2024 |
| Q1 2024 | 2.07% | 864,000 | $78.25M | Shares unchanged; reported value increased 7.47%, and weight changed -0.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 8, 2024 |
| Q2 2024 | 2.01% | 864,000 | $75.96M | Shares unchanged; reported value decreased 2.92%, and weight changed -0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2024 |
| Q3 2024 | 2.02% | 864,000 | $82.43M | Shares unchanged; reported value increased 8.52%, and weight changed +0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 12, 2024 |
| Q4 2024 | 2.85% | 1,354,000 | $125.22M | Shares increased 56.71%; reported value increased 51.90%, and weight changed +0.83 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 14, 2025 |
| Q1 2025 | 0.28% | 513,800 | $47.96M | Shares decreased 62.05%; reported value decreased 61.70%, and weight changed -2.57 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 6, 2025 |
| Q2 2025 | 1.82% | 864,000 | $81.78M | Shares increased 68.16%; reported value increased 70.52%, and weight changed +1.54 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 1, 2025 |
| Q3 2025 | 2.22% | 864,000 | $86.15M | Shares unchanged; reported value increased 5.34%, and weight changed +0.40 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 19, 2025 |
| Q4 2025 | 2.92% | 1,354,000 | $138.96M | Shares increased 56.71%; reported value increased 61.31%, and weight changed +0.70 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Mar 9, 2026 |
| Q1 2026 | 2.90% | 1,354,000 | $138.65M | Shares unchanged; reported value decreased 0.22%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 10, 2026 |
| Q2 2026 | 2.15% | 864,000 | $95.22M | Shares decreased 36.19%; reported value decreased 31.32%, and weight changed -0.75 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 15, 2026 |
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.