ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 873 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 6.31 and the average weighting 2.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $1,882,000 | -11.5% | 26,806 | -2.3% | 0.77% | -6.0% |
| Q1 2022 | $2,127,000 | -2.5% | 27,424 | +1.7% | 0.82% | +88.2% |
| Q4 2021 | $2,181,000 | +9.9% | 26,960 | -0.1% | 0.43% | -43.3% |
| Q3 2021 | $1,984,000 | +1.9% | 26,996 | +2.0% | 0.76% | +5.2% |
| Q2 2021 | $1,947,000 | +8.1% | 26,462 | +1.7% | 0.73% | -6.3% |
| Q1 2021 | $1,801,000 | -68.5% | 26,031 | -69.1% | 0.78% | -71.3% |
| Q4 2020 | $5,717,000 | -6.2% | 84,228 | -11.9% | 2.70% | -18.6% |
| Q3 2020 | $6,092,000 | +5.5% | 95,599 | +0.3% | 3.32% | +3.2% |
| Q2 2020 | $5,776,000 | +13.9% | 95,280 | +1.5% | 3.21% | -5.1% |
| Q1 2020 | $5,070,000 | -20.5% | 93,889 | -3.5% | 3.38% | -7.9% |
| Q4 2019 | $6,381,000 | +25.4% | 97,278 | +22.5% | 3.68% | +13.2% |
| Q3 2019 | $5,089,000 | +41.4% | 79,401 | +36.2% | 3.25% | +33.0% |
| Q2 2019 | $3,598,000 | +89850.0% | 58,298 | +66909.2% | 2.44% | +81233.3% |
| Q4 2017 | $4,000 | – | 87 | – | 0.00% | – |
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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% |