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 | $630,070 | -33.7% | 8,705 | -31.9% | 0.01% | -33.3% |
Q2 2023 | $950,459 | +20.4% | 12,787 | +17.8% | 0.02% | +10.5% |
Q1 2023 | $789,357 | +0.2% | 10,852 | +0.8% | 0.02% | -13.6% |
Q4 2022 | $788,125 | +52.4% | 10,766 | +37.7% | 0.02% | +10.0% |
Q3 2022 | $517,000 | -7.8% | 7,821 | -2.1% | 0.02% | +5.3% |
Q2 2022 | $561,000 | +4.9% | 7,990 | +15.8% | 0.02% | -9.5% |
Q1 2022 | $535,000 | -23.2% | 6,897 | -20.0% | 0.02% | -25.0% |
Q4 2021 | $697,000 | +201.7% | 8,616 | +174.1% | 0.03% | +154.5% |
Q3 2021 | $231,000 | +2.7% | 3,143 | +2.8% | 0.01% | +10.0% |
Q2 2021 | $225,000 | -32.2% | 3,057 | -36.3% | 0.01% | -44.4% |
Q1 2021 | $332,000 | +17.7% | 4,798 | +15.5% | 0.02% | -10.0% |
Q4 2020 | $282,000 | -13.8% | 4,154 | -23.0% | 0.02% | -35.5% |
Q2 2020 | $327,000 | -65.7% | 5,393 | -69.5% | 0.03% | -68.7% |
Q1 2020 | $954,000 | +1092.5% | 17,663 | +772.2% | 0.10% | +350.0% |
Q3 2015 | $80,000 | – | 2,025 | – | 0.02% | – |
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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% |