ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 893 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.03 and the average weighting 1.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $311,958 | -32.1% | 4,310 | -30.3% | 0.01% | -27.8% |
| Q2 2023 | $459,582 | +2.2% | 6,183 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $449,751 | +100741.0% | 6,183 | 0.0% | 0.02% | -5.3% |
| Q4 2022 | $446 | -99.9% | 6,183 | -27.8% | 0.02% | -26.9% |
| Q3 2022 | $566,000 | -6.4% | 8,560 | -0.6% | 0.03% | 0.0% |
| Q2 2022 | $605,000 | -9.4% | 8,610 | 0.0% | 0.03% | +8.3% |
| Q1 2022 | $668,000 | -4.2% | 8,610 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $697,000 | +111.9% | 8,610 | +92.4% | 0.02% | +84.6% |
| Q3 2021 | $329,000 | 0.0% | 4,474 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $329,000 | +6.8% | 4,474 | +0.5% | 0.01% | -7.1% |
| Q1 2021 | $308,000 | -6.4% | 4,450 | -8.2% | 0.01% | -12.5% |
| Q4 2020 | $329,000 | +6.5% | 4,850 | 0.0% | 0.02% | -5.9% |
| Q3 2020 | $309,000 | -19.7% | 4,850 | -23.6% | 0.02% | -22.7% |
| Q2 2020 | $385,000 | -0.3% | 6,350 | -11.2% | 0.02% | -15.4% |
| Q1 2020 | $386,000 | -17.7% | 7,153 | 0.0% | 0.03% | +4.0% |
| Q4 2019 | $469,000 | +50.3% | 7,153 | +46.8% | 0.02% | +38.9% |
| Q3 2019 | $312,000 | – | 4,873 | – | 0.02% | – |
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% |