ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 916 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.39 and the average weighting 2.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,609,327 | +1.3% | 35,448 | +2.3% | 1.02% | +2.2% |
Q2 2023 | $2,576,798 | +5.1% | 34,667 | +2.8% | 1.00% | -0.7% |
Q1 2023 | $2,452,575 | +3.3% | 33,717 | +2.4% | 1.01% | -1.7% |
Q4 2022 | $2,374,037 | +9.4% | 32,927 | +8.0% | 1.02% | +6.6% |
Q3 2022 | $2,170,000 | +13.4% | 30,480 | +11.8% | 0.96% | +10.5% |
Q2 2022 | $1,914,000 | +19.8% | 27,255 | +38.0% | 0.87% | +42.7% |
Q4 2021 | $1,598,000 | +10.7% | 19,750 | +0.5% | 0.61% | -0.3% |
Q3 2021 | $1,444,000 | +1.2% | 19,650 | +1.4% | 0.61% | +0.2% |
Q2 2021 | $1,427,000 | +5.6% | 19,388 | +1.9% | 0.61% | +0.5% |
Q1 2021 | $1,351,000 | +4.5% | 19,024 | +0.6% | 0.61% | -6.0% |
Q4 2020 | $1,293,000 | +7.8% | 18,910 | +0.5% | 0.65% | -5.1% |
Q3 2020 | $1,200,000 | +5.4% | 18,825 | +0.2% | 0.68% | -2.0% |
Q2 2020 | $1,139,000 | +31.1% | 18,791 | +14.8% | 0.70% | +4.8% |
Q1 2020 | $869,000 | +3.7% | 16,364 | +28.4% | 0.66% | +29.5% |
Q4 2019 | $838,000 | +6.8% | 12,740 | +3.5% | 0.51% | -1.9% |
Q3 2019 | $785,000 | +9.0% | 12,315 | +7.7% | 0.52% | +3.8% |
Q2 2019 | $720,000 | +51.3% | 11,437 | +41.2% | 0.50% | +41.3% |
Q1 2019 | $476,000 | – | 8,100 | – | 0.36% | – |
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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% |