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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $1,243,563 | +21.1% | 17,096 | +20.0% | 0.11% | -33.3% |
| Q4 2022 | $1,026,920 | -20.1% | 14,243 | -18.5% | 0.17% | -25.7% |
| Q3 2021 | $1,285,000 | -0.2% | 17,483 | 0.0% | 0.23% | +58.6% |
| Q2 2021 | $1,287,000 | +7.2% | 17,483 | +0.7% | 0.14% | +17.9% |
| Q1 2021 | $1,201,000 | -1.5% | 17,364 | -3.3% | 0.12% | -25.9% |
| Q4 2020 | $1,219,000 | -42.4% | 17,955 | -46.0% | 0.17% | -73.1% |
| Q3 2020 | $2,117,000 | +4.6% | 33,221 | -0.4% | 0.62% | -20.8% |
| Q2 2020 | $2,023,000 | +26.0% | 33,370 | +12.3% | 0.78% | -4.4% |
| Q1 2020 | $1,605,000 | -17.7% | 29,714 | 0.0% | 0.81% | -22.5% |
| Q4 2019 | $1,949,000 | +3.0% | 29,714 | +0.6% | 1.05% | -28.9% |
| Q3 2019 | $1,893,000 | +9.5% | 29,539 | +5.5% | 1.48% | +6.0% |
| Q2 2019 | $1,728,000 | +5.3% | 27,989 | +0.3% | 1.39% | +1.2% |
| Q1 2019 | $1,641,000 | – | 27,902 | – | 1.38% | – |
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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% |