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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $2,336,000 | -4.1% | 30,121 | +0.0% | 0.54% | +0.9% |
| Q4 2021 | $2,436,000 | +1.4% | 30,116 | -2.6% | 0.53% | +2.9% |
| Q3 2021 | $2,402,000 | +5.8% | 30,922 | -5.7% | 0.52% | -9.0% |
| Q1 2021 | $2,270,000 | -5.5% | 32,807 | -7.3% | 0.57% | -15.8% |
| Q4 2020 | $2,403,000 | -14.8% | 35,407 | -20.0% | 0.67% | -26.3% |
| Q3 2020 | $2,820,000 | -7.7% | 44,251 | -12.2% | 0.91% | -15.5% |
| Q2 2020 | $3,056,000 | -15.6% | 50,402 | -24.8% | 1.08% | -32.4% |
| Q1 2020 | $3,620,000 | -21.8% | 67,030 | -5.0% | 1.60% | -1.5% |
| Q4 2019 | $4,627,000 | -8.0% | 70,540 | -10.1% | 1.62% | -10.5% |
| Q3 2019 | $5,028,000 | +39.2% | 78,435 | +34.1% | 1.81% | +35.2% |
| Q2 2019 | $3,612,000 | +35.5% | 58,506 | +29.0% | 1.34% | +36.6% |
| Q1 2019 | $2,666,000 | +87.9% | 45,341 | +67.5% | 0.98% | +55.3% |
| Q4 2018 | $1,419,000 | – | 27,077 | – | 0.63% | – |
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% |