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 2022 | $571,000 | -53.0% | 8,641 | -50.0% | 0.26% | -5.4% |
| Q2 2022 | $1,214,000 | +81.2% | 17,282 | +100.0% | 0.28% | +1.1% |
| Q1 2022 | $670,000 | -4.1% | 8,641 | 0.0% | 0.28% | -8.9% |
| Q4 2021 | $699,000 | +6.7% | 8,641 | -3.0% | 0.30% | +13.9% |
| Q3 2021 | $655,000 | -16.9% | 8,912 | -16.7% | 0.27% | -15.8% |
| Q2 2021 | $788,000 | +11.6% | 10,702 | +4.9% | 0.32% | +7.8% |
| Q1 2021 | $706,000 | -10.7% | 10,202 | -12.5% | 0.29% | -12.5% |
| Q4 2020 | $791,000 | +6.5% | 11,660 | 0.0% | 0.34% | +5.3% |
| Q3 2020 | $743,000 | -2.2% | 11,660 | -7.0% | 0.32% | -9.1% |
| Q2 2020 | $760,000 | -37.4% | 12,543 | -44.2% | 0.35% | -18.0% |
| Q1 2020 | $1,214,000 | +53.3% | 22,486 | +86.2% | 0.43% | +52.5% |
| Q4 2019 | $792,000 | – | 12,075 | – | 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% |