ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 893 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.03 and the average weighting 1.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,603,075 | +2.2% | 21,567 | 0.0% | 0.43% | +2.4% |
| Q1 2023 | $1,568,784 | +38.3% | 21,567 | +37.1% | 0.42% | +36.7% |
| Q4 2022 | $1,133,989 | +9.0% | 15,728 | 0.0% | 0.30% | +6.3% |
| Q3 2022 | $1,040,000 | -6.8% | 15,728 | +22.1% | 0.29% | -5.3% |
| Q4 2020 | $1,116,000 | -85.7% | 12,881 | -89.5% | 0.30% | -85.4% |
| Q3 2020 | $7,808,000 | +6.1% | 122,527 | +0.9% | 2.07% | +1.0% |
| Q2 2020 | $7,360,000 | +99.5% | 121,381 | +77.7% | 2.05% | +63.6% |
| Q1 2020 | $3,690,000 | -53.9% | 68,317 | -44.0% | 1.25% | -40.5% |
| Q4 2019 | $7,996,000 | – | 121,896 | – | 2.11% | – |
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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% |