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 | $5,865,357 | -4.8% | 81,036 | -2.2% | 3.71% | -7.0% |
| Q2 2023 | $6,160,722 | -3.3% | 82,883 | -3.6% | 3.99% | -5.5% |
| Q1 2023 | $6,372,903 | +0.1% | 85,969 | -2.7% | 4.22% | +1.3% |
| Q4 2022 | $6,368,769 | +7.4% | 88,332 | -1.5% | 4.16% | +9.3% |
| Q3 2022 | $5,930,000 | -5.2% | 89,719 | +0.7% | 3.81% | -0.4% |
| Q2 2022 | $6,254,000 | -9.6% | 89,083 | -0.1% | 3.82% | +2.0% |
| Q1 2022 | $6,920,000 | -3.9% | 89,210 | +0.2% | 3.75% | +1.2% |
| Q4 2021 | $7,204,000 | +6.3% | 89,044 | -3.5% | 3.70% | -3.0% |
| Q3 2021 | $6,780,000 | -6.8% | 92,243 | -6.7% | 3.82% | -10.0% |
| Q2 2021 | $7,275,000 | -8.9% | 98,837 | -14.4% | 4.24% | -14.5% |
| Q1 2021 | $7,988,000 | -4.5% | 115,446 | -6.3% | 4.96% | -9.2% |
| Q4 2020 | $8,361,000 | +33.2% | 123,168 | +25.0% | 5.47% | +25.0% |
| Q3 2020 | $6,278,000 | +3.7% | 98,513 | -1.3% | 4.37% | +1.5% |
| Q2 2020 | $6,052,000 | +46.9% | 99,812 | +30.8% | 4.31% | +45.2% |
| Q1 2020 | $4,120,000 | -12.8% | 76,285 | +5.9% | 2.97% | -1.8% |
| Q4 2019 | $4,727,000 | – | 72,051 | – | 3.02% | – |
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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% |