ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 693 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 2.04 and the average weighting 1.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $22,000 | -33.3% | 321 | -38.7% | 0.00% | -25.0% |
| Q3 2020 | $33,000 | +10.0% | 524 | +5.0% | 0.00% | +33.3% |
| Q2 2020 | $30,000 | +11.1% | 499 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $27,000 | -22.9% | 499 | -6.9% | 0.00% | -57.1% |
| Q4 2019 | $35,000 | +2.9% | 536 | 0.0% | 0.01% | -12.5% |
| Q3 2019 | $34,000 | -2.9% | 536 | -4.8% | 0.01% | +14.3% |
| Q2 2019 | $35,000 | +6.1% | 563 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $33,000 | +120.0% | 563 | +101.8% | 0.01% | +250.0% |
| Q4 2018 | $15,000 | -53.1% | 279 | -49.5% | 0.00% | -50.0% |
| Q3 2018 | $32,000 | +6.7% | 553 | -2.5% | 0.00% | +33.3% |
| Q2 2018 | $30,000 | +2900.0% | 567 | +3950.0% | 0.00% | – |
| Q1 2018 | $1,000 | – | 14 | – | 0.00% | – |
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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% |