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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $203,686 | +1.3% | 2,740 | -7.5% | 0.08% | -23.6% |
| Q4 2020 | $201,000 | -17.6% | 2,963 | -34.5% | 0.11% | -48.4% |
| Q1 2020 | $244,000 | -58.4% | 4,523 | -47.9% | 0.21% | -49.8% |
| Q4 2019 | $586,000 | +6.0% | 8,686 | +0.3% | 0.42% | -8.0% |
| Q3 2019 | $553,000 | -0.2% | 8,664 | -1.2% | 0.46% | -1.5% |
| Q2 2019 | $554,000 | +17.9% | 8,770 | +9.7% | 0.47% | +2.2% |
| Q1 2019 | $470,000 | +24.0% | 7,993 | +10.5% | 0.46% | +15.1% |
| Q4 2018 | $379,000 | +14.2% | 7,232 | +19.1% | 0.40% | +28.8% |
| Q3 2018 | $332,000 | – | 6,070 | – | 0.31% | – |
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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% |