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 | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $319,000 | +18.1% | 4,705 | +11.0% | 0.22% | +9.8% |
| Q3 2020 | $270,000 | +2.3% | 4,239 | -2.7% | 0.20% | -6.4% |
| Q2 2020 | $264,000 | -19.8% | 4,357 | -28.4% | 0.22% | -32.7% |
| Q1 2020 | $329,000 | -44.2% | 6,083 | -32.4% | 0.32% | -34.8% |
| Q4 2019 | $590,000 | +12.8% | 8,995 | +10.3% | 0.50% | +8.8% |
| Q3 2019 | $523,000 | +63.4% | 8,155 | +57.4% | 0.46% | +59.2% |
| Q2 2019 | $320,000 | +25.5% | 5,180 | +19.6% | 0.29% | +28.1% |
| Q1 2019 | $255,000 | – | 4,331 | – | 0.22% | – |
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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% |