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 | $13,409,960 | -6.3% | 185,272 | -3.8% | 6.37% | -6.7% |
| Q2 2023 | $14,310,796 | -4.1% | 192,531 | -4.7% | 6.83% | -8.8% |
| Q1 2023 | $14,915,869 | +101327.1% | 202,057 | -0.9% | 7.49% | -2.5% |
| Q4 2022 | $14,706 | -99.9% | 203,970 | +2.9% | 7.68% | -14.1% |
| Q3 2022 | $13,106,000 | -6.3% | 198,274 | -0.4% | 8.93% | -7.9% |
| Q2 2022 | $13,983,000 | -8.4% | 199,157 | +1.2% | 9.70% | -5.4% |
| Q1 2022 | $15,270,000 | -4.6% | 196,859 | -0.6% | 10.25% | +0.2% |
| Q4 2021 | $16,014,000 | +1.5% | 197,953 | -7.8% | 10.23% | -10.8% |
| Q3 2021 | $15,775,000 | +26.8% | 214,629 | +4.6% | 11.47% | -19.6% |
| Q2 2021 | $12,445,000 | -8.7% | 205,253 | +4.2% | 14.27% | +25.4% |
| Q1 2021 | $13,631,000 | -3.8% | 197,002 | -5.6% | 11.37% | -4.6% |
| Q4 2020 | $14,166,000 | -3.4% | 208,694 | -9.3% | 11.92% | +88.8% |
| Q3 2020 | $14,660,000 | +6.3% | 230,035 | +1.2% | 6.32% | -22.5% |
| Q2 2020 | $13,785,000 | +25.0% | 227,364 | +11.3% | 8.15% | +5.3% |
| Q1 2020 | $11,029,000 | -30.9% | 204,209 | -16.0% | 7.74% | -17.0% |
| Q4 2019 | $15,952,000 | +3.6% | 243,173 | +1.2% | 9.33% | -24.5% |
| Q3 2019 | $15,397,000 | +7.1% | 240,209 | +3.1% | 12.35% | +4.0% |
| Q2 2019 | $14,379,000 | +8.6% | 232,942 | +3.4% | 11.88% | +2.7% |
| Q1 2019 | $13,245,000 | +71.1% | 225,265 | +52.5% | 11.57% | +44.3% |
| Q4 2018 | $7,740,000 | +2.6% | 147,714 | +11.7% | 8.02% | +17.0% |
| Q3 2018 | $7,545,000 | +19.0% | 132,283 | +10.9% | 6.85% | +20.6% |
| Q2 2018 | $6,338,000 | +0.3% | 119,234 | -2.0% | 5.68% | -11.6% |
| Q1 2018 | $6,320,000 | +3.8% | 121,704 | +5.5% | 6.43% | -32.1% |
| Q4 2017 | $6,088,000 | – | 115,355 | – | 9.47% | – |
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% |