ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 760 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 0.92 and the average weighting 2.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $753,401 | -22.5% | 10,408 | -20.4% | 0.06% | -24.4% |
| Q2 2023 | $971,818 | -1.2% | 13,074 | -3.3% | 0.08% | -3.7% |
| Q1 2023 | $983,980 | +30.5% | 13,527 | +29.4% | 0.08% | +20.9% |
| Q4 2022 | $753,831 | +5.1% | 10,455 | -3.6% | 0.07% | -2.9% |
| Q3 2022 | $717,000 | +29.2% | 10,844 | +37.2% | 0.07% | +38.0% |
| Q2 2022 | $555,000 | -10.2% | 7,901 | -0.8% | 0.05% | +6.4% |
| Q1 2022 | $618,000 | -10.7% | 7,966 | -6.8% | 0.05% | -9.6% |
| Q4 2021 | $692,000 | +62.4% | 8,551 | +38.9% | 0.05% | +26.8% |
| Q1 2021 | $426,000 | -49.9% | 6,157 | -50.8% | 0.04% | -53.4% |
| Q4 2020 | $850,000 | +10.8% | 12,515 | +4.0% | 0.09% | -1.1% |
| Q3 2020 | $767,000 | +6.7% | 12,036 | +1.5% | 0.09% | -8.2% |
| Q2 2020 | $719,000 | -23.5% | 11,853 | -31.9% | 0.10% | -21.1% |
| Q1 2020 | $940,000 | -22.0% | 17,412 | -5.2% | 0.12% | -15.8% |
| Q4 2019 | $1,205,000 | -46.5% | 18,376 | -47.7% | 0.15% | -49.7% |
| Q3 2019 | $2,252,000 | +57.8% | 35,127 | +51.9% | 0.29% | +50.3% |
| Q2 2019 | $1,427,000 | +21.1% | 23,119 | +15.9% | 0.19% | +26.1% |
| Q1 2019 | $1,178,000 | +60.1% | 19,955 | +38.8% | 0.15% | +28.6% |
| Q4 2018 | $736,000 | -87.2% | 14,372 | -85.7% | 0.12% | -88.3% |
| Q3 2018 | $5,733,000 | +1037.5% | 100,528 | +1008.0% | 1.01% | +978.7% |
| Q2 2018 | $504,000 | +8.2% | 9,073 | +1.1% | 0.09% | +4.4% |
| Q1 2018 | $466,000 | -0.2% | 8,976 | +1.4% | 0.09% | +1.1% |
| Q4 2017 | $467,000 | -24.3% | 8,848 | -27.6% | 0.09% | -31.5% |
| Q3 2017 | $617,000 | +38.3% | 12,224 | +34.0% | 0.13% | +28.7% |
| Q2 2017 | $446,000 | -11.0% | 9,123 | -12.8% | 0.10% | -12.9% |
| Q1 2017 | $501,000 | +25.2% | 10,463 | +18.3% | 0.12% | +3.6% |
| Q4 2016 | $400,000 | +27.0% | 8,841 | +27.4% | 0.11% | +6.7% |
| Q3 2016 | $315,000 | – | 6,940 | – | 0.10% | – |
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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% |