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 | $345,108 | -5.8% | 4,768 | -3.2% | 0.10% | -1.9% |
| Q2 2023 | $366,298 | -4.8% | 4,928 | -6.9% | 0.11% | -10.1% |
| Q1 2023 | $384,867 | -23.3% | 5,291 | -23.9% | 0.12% | -27.4% |
| Q4 2022 | $501,486 | +19.4% | 6,952 | +9.7% | 0.16% | +10.8% |
| Q3 2022 | $420,000 | -5.4% | 6,337 | 0.0% | 0.15% | +2.1% |
| Q2 2022 | $444,000 | +18.1% | 6,337 | +30.9% | 0.14% | +34.3% |
| Q1 2022 | $376,000 | -4.1% | 4,842 | 0.0% | 0.11% | +0.9% |
| Q4 2021 | $392,000 | +7.4% | 4,842 | -2.6% | 0.11% | +1.9% |
| Q3 2021 | $365,000 | -3.7% | 4,969 | 0.0% | 0.10% | -0.9% |
| Q2 2021 | $379,000 | +10.5% | 4,969 | -0.0% | 0.11% | -6.2% |
| Q1 2021 | $343,000 | +1.8% | 4,970 | +0.0% | 0.11% | +0.9% |
| Q4 2020 | $337,000 | +56.7% | 4,969 | +47.3% | 0.11% | +23.1% |
| Q3 2020 | $215,000 | +4.9% | 3,373 | 0.0% | 0.09% | -2.2% |
| Q2 2020 | $205,000 | -7.2% | 3,373 | 0.0% | 0.09% | -7.9% |
| Q4 2019 | $221,000 | – | 3,373 | – | 0.10% | – |
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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% |