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 | $4,292,264 | -60.6% | 59,302 | -59.6% | 2.85% | -59.1% |
| Q2 2023 | $10,898,785 | -26.1% | 146,627 | -27.7% | 6.98% | -28.7% |
| Q1 2023 | $14,746,435 | +2.1% | 202,728 | +1.2% | 9.78% | -0.9% |
| Q4 2022 | $14,438,313 | +9.2% | 200,254 | +0.2% | 9.87% | +1.7% |
| Q3 2022 | $13,217,000 | -4.7% | 199,951 | +1.2% | 9.70% | -1.1% |
| Q2 2022 | $13,873,000 | -7.2% | 197,586 | +2.5% | 9.81% | +0.9% |
| Q1 2022 | $14,946,000 | +1.1% | 192,680 | +2.4% | 9.72% | +1.6% |
| Q4 2021 | $14,778,000 | +9.5% | 188,133 | +2.5% | 9.57% | +0.3% |
| Q3 2021 | $13,494,000 | -2.2% | 183,597 | -2.1% | 9.54% | -1.4% |
| Q2 2021 | $13,800,000 | +9.0% | 187,480 | +2.4% | 9.68% | -0.2% |
| Q1 2021 | $12,663,000 | +14.2% | 183,018 | +12.1% | 9.70% | +9.3% |
| Q4 2020 | $11,086,000 | +2.8% | 163,321 | -3.5% | 8.87% | -6.0% |
| Q3 2020 | $10,787,000 | +8.5% | 169,266 | +3.2% | 9.44% | +2.5% |
| Q2 2020 | $9,943,000 | +21.5% | 163,997 | +8.2% | 9.21% | +5.4% |
| Q1 2020 | $8,183,000 | -16.3% | 151,515 | +1.7% | 8.74% | -3.9% |
| Q4 2019 | $9,771,000 | – | 148,987 | – | 9.10% | – |
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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% |