ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 893 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.26 and the average weighting 1.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $92,161 | -2.6% | 1,273 | 0.0% | 0.04% | -2.6% |
Q2 2023 | $94,644 | +91787.4% | 1,273 | -10.2% | 0.04% | -17.0% |
Q1 2023 | $103 | 0.0% | 1,417 | -0.4% | 0.05% | -6.0% |
Q4 2022 | $103 | -99.8% | 1,422 | +73.0% | 0.05% | +16.3% |
Q3 2022 | $54,000 | -49.1% | 822 | -45.7% | 0.04% | -2.3% |
Q2 2022 | $106,000 | -16.5% | 1,514 | -7.2% | 0.04% | -10.2% |
Q1 2022 | $127,000 | -19.6% | 1,632 | -16.4% | 0.05% | -29.0% |
Q4 2021 | $158,000 | -16.0% | 1,953 | -23.8% | 0.07% | -19.8% |
Q3 2021 | $188,000 | -8.7% | 2,564 | -8.2% | 0.09% | -13.1% |
Q2 2021 | $206,000 | -12.7% | 2,794 | -18.2% | 0.10% | -7.5% |
Q1 2021 | $236,000 | -43.8% | 3,417 | -44.8% | 0.11% | -44.6% |
Q4 2020 | $420,000 | -65.2% | 6,195 | -67.3% | 0.19% | -71.5% |
Q3 2020 | $1,207,000 | +3.3% | 18,932 | -1.7% | 0.68% | -6.5% |
Q2 2020 | $1,168,000 | -3.8% | 19,268 | +4.2% | 0.72% | -8.2% |
Q4 2019 | $1,214,000 | – | 18,499 | – | 0.79% | – |
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% |