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 | $456,453 | +57.8% | 6,306 | +62.0% | 0.05% | +67.7% |
| Q2 2023 | $289,318 | -21.3% | 3,892 | -23.0% | 0.03% | -13.9% |
| Q1 2023 | $367,498 | +10.0% | 5,052 | +9.1% | 0.04% | +12.5% |
| Q4 2022 | $333,961 | -11.9% | 4,632 | -19.2% | 0.03% | -28.9% |
| Q3 2022 | $379,000 | +6.2% | 5,735 | +12.7% | 0.04% | +28.6% |
| Q2 2022 | $357,000 | -99.9% | 5,087 | +25.9% | 0.04% | +34.6% |
| Q1 2022 | $313,469,000 | -50.1% | 4,041 | -47.9% | 0.03% | -49.0% |
| Q4 2021 | $627,888,000 | +109.6% | 7,761 | +90.5% | 0.05% | +96.2% |
| Q3 2021 | $299,512,000 | +90661.2% | 4,075 | -9.1% | 0.03% | -38.1% |
| Q2 2021 | $330,000 | -41.2% | 4,483 | -44.7% | 0.04% | -28.8% |
| Q1 2021 | $561,000 | -3.9% | 8,109 | -5.8% | 0.06% | -20.3% |
| Q4 2020 | $584,000 | +0.3% | 8,604 | -2.0% | 0.07% | -5.1% |
| Q3 2020 | $582,000 | +87.1% | 8,780 | +71.2% | 0.08% | +56.0% |
| Q2 2020 | $311,000 | +42.7% | 5,129 | +27.3% | 0.05% | +8.7% |
| Q1 2020 | $218,000 | -68.3% | 4,029 | -61.6% | 0.05% | -61.0% |
| Q4 2019 | $687,000 | +21.8% | 10,496 | +14.9% | 0.12% | -48.5% |
| Q2 2019 | $564,000 | +33.6% | 9,133 | +27.1% | 0.23% | +102.7% |
| Q1 2019 | $422,000 | – | 7,185 | – | 0.11% | – |
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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% |