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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $577,810 | -10.6% | 7,940 | -8.7% | 0.06% | -7.1% |
| Q2 2023 | $646,559 | -12.3% | 8,699 | -14.1% | 0.07% | -16.7% |
| Q1 2023 | $736,820 | -11.3% | 10,130 | -12.1% | 0.08% | -22.9% |
| Q4 2022 | $830,916 | +2.6% | 11,524 | -5.9% | 0.11% | -6.8% |
| Q3 2022 | $810,000 | -14.3% | 12,250 | -9.0% | 0.12% | -10.0% |
| Q2 2022 | $945,000 | -47.8% | 13,465 | -39.8% | 0.13% | -34.0% |
| Q4 2021 | $1,809,000 | +9.4% | 22,361 | -0.6% | 0.20% | -13.2% |
| Q3 2021 | $1,654,000 | -26.4% | 22,506 | -26.3% | 0.23% | -71.9% |
| Q2 2021 | $2,248,000 | +4.9% | 30,539 | -1.4% | 0.81% | -8.4% |
| Q1 2021 | $2,144,000 | -11.4% | 30,980 | -13.0% | 0.88% | -22.7% |
| Q4 2020 | $2,419,000 | +13.9% | 35,626 | +6.9% | 1.14% | 0.0% |
| Q3 2020 | $2,124,000 | +23.6% | 33,331 | +17.6% | 1.14% | +20.3% |
| Q2 2020 | $1,719,000 | +15.5% | 28,350 | +2.9% | 0.95% | -29.8% |
| Q1 2020 | $1,488,000 | -100.0% | 27,543 | -46.9% | 1.35% | -51.3% |
| Q4 2019 | $3,400,590,000 | +227668.9% | 51,839 | +20.6% | 2.77% | +28.8% |
| Q3 2019 | $1,493,000 | +38.2% | 42,991 | +145.5% | 2.15% | +642.1% |
| Q2 2019 | $1,080,000 | +5.9% | 17,510 | +0.9% | 0.29% | -74.9% |
| Q1 2019 | $1,020,000 | +24.7% | 17,361 | +11.2% | 1.16% | +0.3% |
| Q4 2018 | $818,000 | +28.2% | 15,617 | +40.2% | 1.15% | +423.6% |
| Q3 2018 | $638,000 | +130.3% | 11,141 | +114.9% | 0.22% | -48.7% |
| Q2 2018 | $277,000 | – | 5,185 | – | 0.43% | – |
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% |