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 | $1,276,566 | +26.3% | 17,637 | +29.7% | 0.14% | +18.8% |
| Q2 2023 | $1,010,814 | +2.5% | 13,599 | +0.3% | 0.12% | -1.7% |
| Q1 2023 | $986,573 | +0.9% | 13,563 | 0.0% | 0.12% | -0.8% |
| Q4 2022 | $977,892 | +9.0% | 13,563 | 0.0% | 0.12% | -3.2% |
| Q3 2022 | $897,000 | +220.4% | 13,563 | +240.2% | 0.12% | +244.4% |
| Q2 2022 | $280,000 | -10.5% | 3,987 | -1.2% | 0.04% | +2.9% |
| Q1 2022 | $313,000 | -4.3% | 4,036 | 0.0% | 0.04% | -7.9% |
| Q4 2021 | $327,000 | +10.1% | 4,036 | 0.0% | 0.04% | -2.6% |
| Q3 2021 | $297,000 | 0.0% | 4,036 | 0.0% | 0.04% | -4.9% |
| Q2 2021 | $297,000 | +6.5% | 4,036 | 0.0% | 0.04% | -12.8% |
| Q1 2021 | $279,000 | +1.8% | 4,036 | 0.0% | 0.05% | -9.6% |
| Q4 2020 | $274,000 | +6.6% | 4,036 | 0.0% | 0.05% | -11.9% |
| Q3 2020 | $257,000 | +4.9% | 4,036 | 0.0% | 0.06% | -1.7% |
| Q2 2020 | $245,000 | +12.4% | 4,036 | 0.0% | 0.06% | -7.7% |
| Q1 2020 | $218,000 | – | 4,036 | – | 0.06% | – |
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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% |