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 | $19,585 | -2.6% | 271 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $20,112 | +2.2% | 271 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $19,682 | -1.3% | 271 | -2.2% | 0.00% | 0.0% |
| Q4 2022 | $19,941 | -23.3% | 277 | -29.7% | 0.00% | -40.0% |
| Q3 2022 | $26,000 | +62.5% | 394 | +76.7% | 0.01% | +25.0% |
| Q2 2022 | $16,000 | -11.1% | 223 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $18,000 | -80.6% | 223 | -85.1% | 0.00% | -86.7% |
| Q2 2019 | $93,000 | +5.7% | 1,500 | 0.0% | 0.03% | +7.1% |
| Q1 2019 | $88,000 | +11.4% | 1,500 | 0.0% | 0.03% | +12.0% |
| Q4 2018 | $79,000 | -8.1% | 1,500 | 0.0% | 0.02% | -65.8% |
| Q3 2018 | $86,000 | +7.5% | 1,500 | 0.0% | 0.07% | -1.4% |
| Q2 2018 | $80,000 | +2.6% | 1,500 | 0.0% | 0.07% | -2.6% |
| Q1 2018 | $78,000 | -1.3% | 1,500 | 0.0% | 0.08% | -1.3% |
| Q4 2017 | $79,000 | – | 1,500 | – | 0.08% | – |
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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% |