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 | $13,918 | -25.3% | 192,297 | -23.2% | 0.01% | -25.0% |
| Q2 2023 | $18,622 | +38.2% | 250,532 | +35.2% | 0.01% | +100.0% |
| Q1 2023 | $13,479 | +173.2% | 185,299 | +170.8% | 0.01% | +200.0% |
| Q4 2022 | $4,934 | -99.9% | 68,425 | +3.9% | 0.00% | -60.0% |
| Q3 2022 | $4,352,000 | +62.8% | 65,838 | +72.9% | 0.01% | +150.0% |
| Q2 2022 | $2,673,000 | +11.6% | 38,076 | +17.0% | 0.00% | +100.0% |
| Q2 2021 | $2,395,000 | -89.5% | 32,534 | -90.1% | 0.00% | -91.7% |
| Q1 2021 | $22,808,000 | +260.1% | 329,647 | +233.7% | 0.01% | +200.0% |
| Q3 2019 | $6,333,000 | +223.8% | 98,790 | +211.8% | 0.00% | +300.0% |
| Q2 2019 | $1,956,000 | +184.3% | 31,687 | +170.6% | 0.00% | – |
| Q1 2019 | $688,000 | -10.1% | 11,708 | -19.9% | 0.00% | -100.0% |
| Q4 2018 | $765,000 | +1812.5% | 14,608 | +1960.4% | 0.00% | – |
| Q3 2018 | $40,000 | – | 709 | – | 0.00% | – |
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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% |