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 2022 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q3 2021 | $140,000 | +13900.0% | 1,904 | +10477.8% | 0.06% | +6200.0% |
| Q3 2020 | $1,000 | 0.0% | 18 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $1,000 | -99.9% | 18 | -99.9% | 0.00% | -99.9% |
| Q1 2020 | $1,249,000 | -66.8% | 22,558 | -60.7% | 0.98% | -56.8% |
| Q4 2019 | $3,761,000 | -2.4% | 57,327 | -4.7% | 2.26% | -11.5% |
| Q3 2019 | $3,855,000 | +1.8% | 60,134 | -1.9% | 2.56% | +0.7% |
| Q2 2019 | $3,785,000 | +17.3% | 61,323 | +11.7% | 2.54% | +6.1% |
| Q1 2019 | $3,228,000 | +18.9% | 54,883 | +6.0% | 2.39% | -1.1% |
| Q4 2018 | $2,714,000 | -3.1% | 51,783 | +5.4% | 2.42% | +24.6% |
| Q3 2018 | $2,801,000 | +44.5% | 49,110 | +34.7% | 1.94% | +33.1% |
| Q2 2018 | $1,938,000 | -8.8% | 36,471 | -10.9% | 1.46% | -13.0% |
| Q1 2018 | $2,125,000 | -41.5% | 40,929 | -40.6% | 1.68% | -35.1% |
| Q4 2017 | $3,635,000 | – | 68,861 | – | 2.58% | – |
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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% |