ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 653 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.23 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,214,494 | -20.8% | 16,779 | -18.6% | 0.06% | -20.3% |
| Q2 2023 | $1,532,773 | +51.6% | 20,621 | +48.4% | 0.08% | +23.4% |
| Q1 2023 | $1,010,947 | +50.3% | 13,898 | +49.0% | 0.06% | +33.3% |
| Q4 2022 | $672,447 | -25.9% | 9,326 | -32.1% | 0.05% | -30.4% |
| Q3 2022 | $908,000 | -15.5% | 13,744 | -10.3% | 0.07% | -14.8% |
| Q2 2022 | $1,075,000 | -10.1% | 15,314 | -0.7% | 0.08% | +5.2% |
| Q1 2022 | $1,196,000 | -5.2% | 15,416 | -1.2% | 0.08% | +4.1% |
| Q4 2021 | $1,262,000 | -26.5% | 15,603 | -33.1% | 0.07% | -37.8% |
| Q3 2021 | $1,716,000 | +11.1% | 23,340 | +11.2% | 0.12% | -6.3% |
| Q2 2021 | $1,545,000 | +1636.0% | 20,992 | +1422.3% | 0.13% | +568.4% |
| Q3 2020 | $89,000 | -100.0% | 1,379 | -67.7% | 0.02% | -72.5% |
| Q1 2020 | $247,489,000 | +146.8% | 4,271 | +182.7% | 0.07% | +187.5% |
| Q4 2019 | $100,299,000 | -3.9% | 1,511 | -8.2% | 0.02% | -22.6% |
| Q3 2019 | $104,388,000 | -38.4% | 1,646 | -42.7% | 0.03% | -49.2% |
| Q1 2019 | $169,479,000 | – | 2,873 | – | 0.06% | – |
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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% |