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 2023 | $842,215 | -31.4% | 11,636 | -29.5% | 0.20% | -31.4% |
| Q2 2023 | $1,227,244 | +1.8% | 16,511 | -1.5% | 0.30% | -6.9% |
| Q1 2023 | $1,205,499 | +1.0% | 16,757 | +1.2% | 0.32% | +1.0% |
| Q4 2022 | $1,193,480 | +9.0% | 16,553 | -0.1% | 0.32% | -3.1% |
| Q3 2022 | $1,095,000 | -11.1% | 16,571 | -0.7% | 0.32% | +3.5% |
| Q2 2022 | $1,232,000 | -4.9% | 16,691 | -0.1% | 0.31% | +1.3% |
| Q1 2022 | $1,296,000 | -29.7% | 16,707 | -26.7% | 0.31% | -41.2% |
| Q4 2021 | $1,844,000 | +62.2% | 22,789 | +47.3% | 0.53% | +41.7% |
| Q3 2021 | $1,137,000 | -17.5% | 15,469 | -17.4% | 0.37% | -19.1% |
| Q2 2021 | $1,378,000 | +2.5% | 18,717 | -3.7% | 0.46% | -10.5% |
| Q1 2021 | $1,345,000 | -12.5% | 19,433 | -14.2% | 0.51% | -37.1% |
| Q4 2020 | $1,537,000 | +6.0% | 22,637 | -0.5% | 0.82% | -9.3% |
| Q3 2020 | $1,450,000 | -4.7% | 22,757 | -9.4% | 0.90% | -17.9% |
| Q2 2020 | $1,522,000 | +17.0% | 25,110 | +4.2% | 1.10% | -6.9% |
| Q1 2020 | $1,301,000 | -35.7% | 24,090 | -19.1% | 1.18% | -10.2% |
| Q4 2019 | $2,022,000 | +21.5% | 29,770 | +14.7% | 1.31% | +16.3% |
| Q3 2019 | $1,664,000 | -85.6% | 25,953 | -86.1% | 1.13% | -84.8% |
| Q2 2019 | $11,556,000 | +15.4% | 187,205 | +9.3% | 7.42% | +12.4% |
| Q1 2019 | $10,014,000 | +41.2% | 171,272 | +26.6% | 6.60% | +9.4% |
| Q4 2018 | $7,091,000 | +22.3% | 135,317 | +33.1% | 6.04% | +35.8% |
| Q3 2018 | $5,799,000 | +20.0% | 101,662 | +11.9% | 4.44% | +30.2% |
| Q2 2018 | $4,831,000 | – | 90,871 | – | 3.41% | – |
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% |