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 | $21,822 | +0.9% | 300 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $21,630 | +8.2% | 300 | 0.0% | 0.02% | -6.2% |
| Q3 2022 | $20,000 | -4.8% | 300 | 0.0% | 0.02% | +6.7% |
| Q2 2022 | $21,000 | -8.7% | 300 | 0.0% | 0.02% | +15.4% |
| Q1 2022 | $23,000 | -4.2% | 300 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $24,000 | +9.1% | 300 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $22,000 | -56.0% | 300 | -55.8% | 0.01% | -53.6% |
| Q2 2021 | $50,000 | +6.4% | 679 | 0.0% | 0.03% | -6.7% |
| Q1 2021 | $47,000 | -48.9% | 679 | -50.0% | 0.03% | -55.2% |
| Q4 2020 | $92,000 | +5.7% | 1,358 | 0.0% | 0.07% | -15.2% |
| Q3 2020 | $87,000 | +6.1% | 1,358 | 0.0% | 0.08% | -12.2% |
| Q2 2020 | $82,000 | +121.6% | 1,358 | +100.0% | 0.09% | +91.5% |
| Q1 2020 | $37,000 | -17.8% | 679 | 0.0% | 0.05% | +27.0% |
| Q4 2019 | $45,000 | +2.3% | 679 | 0.0% | 0.04% | -11.9% |
| Q3 2019 | $44,000 | +4.8% | 679 | 0.0% | 0.04% | +2.4% |
| Q2 2019 | $42,000 | +5.0% | 679 | 0.0% | 0.04% | 0.0% |
| Q1 2019 | $40,000 | +11.1% | 679 | 0.0% | 0.04% | -8.9% |
| Q4 2018 | $36,000 | – | 679 | – | 0.04% | – |
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% |