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 | ||||
---|---|---|---|---|---|---|
Q1 2021 | $17,129,000 | -4.2% | 247,565 | -6.0% | 5.95% | -8.9% |
Q4 2020 | $17,878,000 | -11.3% | 263,375 | -16.8% | 6.54% | -21.7% |
Q3 2020 | $20,166,000 | +13.0% | 316,433 | +7.5% | 8.35% | +6.4% |
Q2 2020 | $17,852,000 | +45.2% | 294,449 | +29.3% | 7.85% | +25.2% |
Q1 2020 | $12,296,000 | -62.5% | 227,662 | -54.4% | 6.27% | -47.6% |
Q4 2019 | $32,775,000 | +26.7% | 499,626 | +23.8% | 11.96% | +9.5% |
Q3 2019 | $25,867,000 | +11.0% | 403,534 | +6.9% | 10.92% | +8.5% |
Q2 2019 | $23,294,000 | -3.6% | 377,354 | -8.2% | 10.06% | -9.6% |
Q1 2019 | $24,162,000 | +212.7% | 410,926 | +178.7% | 11.14% | +180.9% |
Q4 2018 | $7,727,000 | -52.9% | 147,463 | -48.8% | 3.96% | -48.7% |
Q3 2018 | $16,421,000 | +10.9% | 287,883 | +3.4% | 7.73% | +4.9% |
Q2 2018 | $14,805,000 | +5.5% | 278,491 | +3.1% | 7.37% | +5.4% |
Q1 2018 | $14,031,000 | -10.3% | 270,183 | -8.8% | 6.99% | -13.0% |
Q4 2017 | $15,634,000 | +1.4% | 296,204 | -3.3% | 8.04% | -9.3% |
Q3 2017 | $15,414,000 | -9.4% | 306,195 | -12.0% | 8.86% | -13.9% |
Q2 2017 | $17,021,000 | +4.8% | 347,872 | +2.2% | 10.30% | +1.3% |
Q1 2017 | $16,239,000 | +8.8% | 340,307 | +3.1% | 10.16% | +8.4% |
Q4 2016 | $14,929,000 | +2.3% | 330,132 | +2.7% | 9.38% | +0.2% |
Q3 2016 | $14,597,000 | -8.9% | 321,298 | -7.3% | 9.36% | -14.4% |
Q2 2016 | $16,021,000 | +3.2% | 346,710 | -1.9% | 10.93% | -11.0% |
Q1 2016 | $15,523,000 | +43.9% | 353,364 | +37.0% | 12.28% | +42.1% |
Q4 2015 | $10,790,000 | – | 258,021 | – | 8.65% | – |
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% |