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 | $443,400 | -5.3% | 6,126 | -2.7% | 0.33% | +19.6% |
| Q2 2023 | $467,982 | +2.2% | 6,296 | 0.0% | 0.28% | -5.2% |
| Q1 2023 | $457,971 | +100774.7% | 6,296 | -0.1% | 0.29% | +3.2% |
| Q4 2022 | $454 | -99.9% | 6,301 | -0.5% | 0.28% | +2.5% |
| Q3 2022 | $419,000 | -6.1% | 6,332 | -0.3% | 0.28% | +10.0% |
| Q2 2022 | $446,000 | -7.9% | 6,352 | +1.7% | 0.25% | +0.4% |
| Q1 2022 | $484,000 | -7.6% | 6,245 | -3.7% | 0.25% | -8.1% |
| Q4 2021 | $524,000 | +10.3% | 6,483 | +0.3% | 0.27% | -2.5% |
| Q3 2021 | $475,000 | -0.2% | 6,466 | 0.0% | 0.28% | -10.0% |
| Q2 2021 | $476,000 | -96.8% | 6,466 | -97.0% | 0.31% | -97.0% |
| Q1 2021 | $15,035,000 | -1.3% | 217,299 | -3.1% | 10.34% | -11.4% |
| Q4 2020 | $15,230,000 | +11.8% | 224,362 | +5.0% | 11.67% | -1.7% |
| Q3 2020 | $13,621,000 | +4.4% | 213,724 | -0.7% | 11.87% | -3.3% |
| Q2 2020 | $13,045,000 | +13.7% | 215,156 | +1.3% | 12.28% | -0.6% |
| Q1 2020 | $11,472,000 | +2760.8% | 212,397 | +3377.4% | 12.35% | +3350.0% |
| Q4 2019 | $401,000 | – | 6,108 | – | 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% |