ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 873 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 6.31 and the average weighting 2.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $149 | -3.9% | 2,073 | 0.0% | 0.01% | 0.0% |
Q2 2023 | $155 | -12.9% | 2,073 | -16.0% | 0.01% | -18.2% |
Q1 2023 | $178 | 0.0% | 2,467 | 0.0% | 0.01% | -8.3% |
Q4 2022 | $178 | -99.9% | 2,467 | 0.0% | 0.01% | 0.0% |
Q3 2022 | $160,000 | +4.6% | 2,467 | +12.6% | 0.01% | +9.1% |
Q2 2022 | $153,000 | +41.7% | 2,190 | +51.1% | 0.01% | +57.1% |
Q1 2022 | $108,000 | -7.7% | 1,449 | 0.0% | 0.01% | 0.0% |
Q4 2021 | $117,000 | -27.8% | 1,449 | -33.7% | 0.01% | -36.4% |
Q3 2021 | $162,000 | +200.0% | 2,186 | +196.6% | 0.01% | +175.0% |
Q2 2021 | $54,000 | +5.9% | 737 | 0.0% | 0.00% | 0.0% |
Q1 2021 | $51,000 | +2.0% | 737 | 0.0% | 0.00% | 0.0% |
Q4 2020 | $50,000 | +6.4% | 737 | 0.0% | 0.00% | 0.0% |
Q3 2020 | $47,000 | +4.4% | 737 | 0.0% | 0.00% | 0.0% |
Q2 2020 | $45,000 | -50.5% | 737 | -56.2% | 0.00% | -60.0% |
Q1 2020 | $91,000 | +46.8% | 1,682 | +78.0% | 0.01% | +66.7% |
Q4 2019 | $62,000 | +1.6% | 945 | 0.0% | 0.01% | 0.0% |
Q3 2019 | $61,000 | +5.2% | 945 | 0.0% | 0.01% | 0.0% |
Q2 2019 | $58,000 | +3.6% | 945 | 0.0% | 0.01% | 0.0% |
Q1 2019 | $56,000 | +12.0% | 945 | 0.0% | 0.01% | 0.0% |
Q4 2018 | $50,000 | -7.4% | 945 | 0.0% | 0.01% | 0.0% |
Q3 2018 | $54,000 | – | 945 | – | 0.01% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Stuart Chaussee & Associates, Inc. | 2,011,232 | $128,920,000 | 77.48% |
Shelter Ins Retirement Plan | 1,717,600 | $110,098,000 | 56.20% |
Legacy Financial Advisors, Inc. | 1,897,861 | $121,653,000 | 40.44% |
Tolleson Wealth Management, Inc. | 1,034,068 | $66,284,000 | 36.12% |
DOW CHEMICAL CO /DE/ | 2,024,319 | $129,759,000 | 28.94% |
Financial Advisors, LLC | 697,153 | $44,688,000 | 27.39% |
VisionPoint Advisory Group, LLC | 1,393,849 | $89,248,000 | 24.46% |
Personal Wealth Partners | 732,333 | $46,943,000 | 21.67% |
ARS Wealth Advisors, LLC | 1,038,753 | $66,584,000 | 21.17% |
Sharkey, Howes & Javer | 704,274 | $45,144,000 | 19.46% |