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 | $3,619,579 | +28.5% | 50,008 | +31.9% | 0.26% | +38.0% |
| Q2 2023 | $2,817,702 | +78147.8% | 37,908 | -23.4% | 0.19% | -25.0% |
| Q1 2023 | $3,601 | +3.9% | 49,508 | +3.0% | 0.26% | +7.6% |
| Q4 2022 | $3,467 | -99.9% | 48,089 | -33.2% | 0.24% | -34.3% |
| Q3 2022 | $4,758,000 | -5.7% | 71,989 | +0.1% | 0.36% | -0.5% |
| Q2 2022 | $5,047,000 | -2.6% | 71,889 | +7.6% | 0.36% | +9.6% |
| Q1 2022 | $5,183,000 | -27.9% | 66,815 | -24.8% | 0.33% | -24.2% |
| Q4 2021 | $7,185,000 | +41.4% | 88,815 | +28.5% | 0.44% | +31.5% |
| Q3 2021 | $5,080,000 | +17.7% | 69,115 | +17.9% | 0.33% | +20.2% |
| Q2 2021 | $4,315,000 | -17.0% | 58,615 | -22.0% | 0.28% | -22.4% |
| Q1 2021 | $5,197,000 | +9.0% | 75,115 | +7.0% | 0.36% | +5.9% |
| Q4 2020 | $4,766,000 | +44.9% | 70,215 | +36.0% | 0.34% | +27.7% |
| Q3 2020 | $3,289,000 | +53.2% | 51,615 | +45.7% | 0.26% | +39.7% |
| Q2 2020 | $2,147,000 | +49.4% | 35,415 | +33.1% | 0.19% | +44.3% |
| Q1 2020 | $1,437,000 | +51.3% | 26,602 | +83.6% | 0.13% | +81.9% |
| Q4 2019 | $950,000 | – | 14,489 | – | 0.07% | – |
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% |