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 | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $598,000 | -17.3% | 9,051 | -12.2% | 0.77% | -1.5% |
| Q2 2022 | $723,000 | -15.6% | 10,304 | -6.7% | 0.78% | +11.5% |
| Q1 2022 | $857,000 | -65.0% | 11,048 | -63.5% | 0.70% | -51.4% |
| Q4 2021 | $2,450,000 | +387.1% | 30,285 | +342.4% | 1.45% | +365.6% |
| Q3 2021 | $503,000 | -6.7% | 6,846 | -6.4% | 0.31% | -4.9% |
| Q2 2021 | $539,000 | -25.9% | 7,318 | -30.3% | 0.33% | -36.6% |
| Q1 2021 | $727,000 | -60.5% | 10,501 | -61.3% | 0.52% | -70.4% |
| Q4 2020 | $1,841,000 | -10.8% | 27,124 | -16.2% | 1.74% | -18.8% |
| Q3 2020 | $2,063,000 | +1.1% | 32,372 | -3.8% | 2.15% | +3.8% |
| Q2 2020 | $2,040,000 | -24.2% | 33,648 | -32.4% | 2.07% | -35.7% |
| Q1 2020 | $2,690,000 | +88.5% | 49,801 | +135.6% | 3.22% | +238.5% |
| Q4 2019 | $1,427,000 | – | 21,142 | – | 0.95% | – |
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% |