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 2023 | $341 | -2.6% | 4,708 | 0.0% | 0.05% | -24.2% |
Q2 2023 | $350 | +2.3% | 4,708 | +0.1% | 0.07% | -7.0% |
Q1 2023 | $342 | -99.9% | 4,704 | -13.0% | 0.07% | -24.5% |
Q4 2022 | $389,792 | +9.2% | 5,406 | +0.1% | 0.09% | -1.1% |
Q3 2022 | $357,000 | -5.8% | 5,402 | +0.1% | 0.10% | -2.1% |
Q2 2022 | $379,000 | -9.3% | 5,397 | +0.1% | 0.10% | +4.3% |
Q1 2022 | $418,000 | -11.4% | 5,393 | -7.7% | 0.09% | -7.9% |
Q4 2021 | $472,000 | +10.0% | 5,840 | +0.1% | 0.10% | +3.1% |
Q3 2021 | $429,000 | 0.0% | 5,837 | +0.1% | 0.10% | 0.0% |
Q2 2021 | $429,000 | +6.5% | 5,833 | +0.1% | 0.10% | -2.0% |
Q1 2021 | $403,000 | +2.0% | 5,830 | +0.3% | 0.10% | +2.0% |
Q4 2020 | $395,000 | +6.8% | 5,815 | +0.1% | 0.10% | +22.5% |
Q3 2020 | $370,000 | -0.5% | 5,811 | -5.4% | 0.08% | -3.6% |
Q2 2020 | $372,000 | 0.0% | 6,142 | -10.9% | 0.08% | -21.7% |
Q1 2020 | $372,000 | -26.3% | 6,892 | -10.4% | 0.11% | -7.8% |
Q4 2019 | $505,000 | – | 7,692 | – | 0.12% | – |
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% |