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 2023 | $247,898 | +0.9% | 3,408 | 0.0% | 0.04% | -4.3% |
| Q4 2022 | $245,717 | -11.0% | 3,408 | 0.0% | 0.05% | +2.2% |
| Q4 2021 | $276,000 | +20.0% | 3,408 | +8.8% | 0.04% | +9.8% |
| Q3 2021 | $230,000 | -0.4% | 3,132 | 0.0% | 0.04% | 0.0% |
| Q2 2021 | $231,000 | +6.5% | 3,132 | 0.0% | 0.04% | -2.4% |
| Q1 2021 | $217,000 | -92.0% | 3,132 | -92.1% | 0.04% | -92.6% |
| Q4 2020 | $2,703,000 | +0.2% | 39,816 | -5.9% | 0.56% | -16.4% |
| Q3 2020 | $2,697,000 | +13.5% | 42,316 | +8.0% | 0.68% | -19.9% |
| Q2 2020 | $2,376,000 | +12.3% | 39,184 | 0.0% | 0.84% | -12.7% |
| Q1 2020 | $2,116,000 | -17.7% | 39,184 | 0.0% | 0.97% | +0.9% |
| Q4 2019 | $2,570,000 | +45.1% | 39,184 | +41.9% | 0.96% | +35.5% |
| Q3 2019 | $1,771,000 | +12.9% | 27,623 | +8.7% | 0.71% | +14.6% |
| Q2 2019 | $1,569,000 | +107.0% | 25,422 | +97.3% | 0.62% | +121.9% |
| Q1 2019 | $758,000 | – | 12,885 | – | 0.28% | – |
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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% |