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 | $5,615,598 | -2.9% | 77,585 | -0.2% | 0.41% | +0.5% |
Q2 2023 | $5,780,395 | +5.1% | 77,767 | +2.8% | 0.41% | +5.1% |
Q1 2023 | $5,502,471 | +5.3% | 75,646 | +4.4% | 0.39% | -2.5% |
Q4 2022 | $5,223,299 | +10.5% | 72,445 | +1.3% | 0.40% | +2.0% |
Q3 2022 | $4,725,000 | -9.5% | 71,485 | -3.9% | 0.39% | -5.3% |
Q2 2022 | $5,221,000 | -28.6% | 74,357 | -21.1% | 0.42% | -15.1% |
Q1 2022 | $7,311,000 | -34.3% | 94,249 | -31.4% | 0.49% | -32.3% |
Q4 2021 | $11,123,000 | +17.6% | 137,489 | +7.0% | 0.72% | -2.7% |
Q2 2021 | $9,455,000 | +7.9% | 128,447 | +1.4% | 0.74% | -12.0% |
Q1 2021 | $8,764,000 | -4.1% | 126,671 | -5.9% | 0.84% | -11.1% |
Q4 2020 | $9,136,000 | +13.0% | 134,596 | +6.1% | 0.95% | +53.5% |
Q3 2020 | $8,082,000 | -1.6% | 126,823 | -6.4% | 0.62% | -49.9% |
Q2 2020 | $8,215,000 | -12.1% | 135,502 | -4.9% | 1.24% | +4.7% |
Q4 2019 | $9,349,000 | – | 142,520 | – | 1.18% | – |
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% |