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 | $33 | -2.9% | 453 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $34 | +3.0% | 453 | +0.2% | 0.01% | 0.0% |
| Q1 2023 | $33 | -40.0% | 452 | -40.2% | 0.01% | -40.0% |
| Q4 2022 | $55 | -99.9% | 756 | +0.5% | 0.01% | -9.1% |
| Q3 2022 | $51,000 | -5.6% | 752 | +0.1% | 0.01% | 0.0% |
| Q2 2022 | $54,000 | -6.9% | 751 | +0.1% | 0.01% | 0.0% |
| Q1 2022 | $58,000 | -4.9% | 750 | +0.1% | 0.01% | 0.0% |
| Q4 2021 | $61,000 | +10.9% | 749 | +0.3% | 0.01% | +10.0% |
| Q3 2021 | $55,000 | 0.0% | 747 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $55,000 | +5.8% | 747 | +0.3% | 0.01% | 0.0% |
| Q1 2021 | $52,000 | +33.3% | 745 | +29.6% | 0.01% | +25.0% |
| Q4 2020 | $39,000 | +5.4% | 575 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $37,000 | +5.7% | 575 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $35,000 | +12.9% | 575 | +0.2% | 0.01% | -11.1% |
| Q1 2020 | $31,000 | +14.8% | 574 | +38.3% | 0.01% | +28.6% |
| Q4 2019 | $27,000 | 0.0% | 415 | +0.2% | 0.01% | 0.0% |
| Q3 2019 | $27,000 | +12.5% | 414 | +4.5% | 0.01% | 0.0% |
| Q2 2019 | $24,000 | +50.0% | 396 | +47.2% | 0.01% | +40.0% |
| Q1 2019 | $16,000 | +300.0% | 269 | +236.2% | 0.01% | +400.0% |
| Q4 2018 | $4,000 | -20.0% | 80 | +1.3% | 0.00% | -50.0% |
| Q3 2018 | $5,000 | +25.0% | 79 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $4,000 | 0.0% | 79 | 0.0% | 0.00% | +100.0% |
| Q1 2018 | $4,000 | 0.0% | 79 | +1.3% | 0.00% | 0.0% |
| Q4 2017 | $4,000 | 0.0% | 78 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $4,000 | 0.0% | 78 | +1.3% | 0.00% | 0.0% |
| Q2 2017 | $4,000 | 0.0% | 77 | 0.0% | 0.00% | -50.0% |
| Q1 2017 | $4,000 | +33.3% | 77 | 0.0% | 0.00% | +100.0% |
| Q4 2016 | $3,000 | 0.0% | 77 | +1.3% | 0.00% | -50.0% |
| Q3 2016 | $3,000 | – | 76 | – | 0.00% | – |
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% |