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 | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $285,000 | -13.9% | 4,476 | -18.1% | 0.12% | -20.5% |
| Q2 2020 | $331,000 | -8.1% | 5,462 | -18.0% | 0.15% | -31.7% |
| Q1 2020 | $360,000 | +393.2% | 6,660 | +463.0% | 0.22% | +590.6% |
| Q2 2019 | $73,000 | +4.3% | 1,183 | 0.0% | 0.03% | 0.0% |
| Q1 2019 | $70,000 | +12.9% | 1,183 | 0.0% | 0.03% | -3.0% |
| Q4 2018 | $62,000 | -10.1% | 1,183 | -2.1% | 0.03% | +3.1% |
| Q3 2018 | $69,000 | +7.8% | 1,208 | 0.0% | 0.03% | +14.3% |
| Q2 2018 | $64,000 | -1.5% | 1,208 | -3.7% | 0.03% | -6.7% |
| Q1 2018 | $65,000 | 0.0% | 1,255 | 0.0% | 0.03% | -3.2% |
| Q4 2017 | $65,000 | +3.2% | 1,255 | 0.0% | 0.03% | -6.1% |
| Q3 2017 | $63,000 | -1.6% | 1,255 | -4.6% | 0.03% | -2.9% |
| Q2 2017 | $64,000 | 0.0% | 1,315 | 0.0% | 0.03% | +3.0% |
| Q1 2017 | $64,000 | +30.6% | 1,315 | +20.3% | 0.03% | +13.8% |
| Q4 2016 | $49,000 | – | 1,093 | – | 0.03% | – |
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% |