ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 693 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 2.04 and the average weighting 1.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $46,396 | -2.6% | 641 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $47,646 | -19.9% | 641 | -21.6% | 0.00% | -50.0% |
| Q1 2023 | $59,502 | +4.4% | 818 | -4.4% | 0.00% | 0.0% |
| Q3 2022 | $57,000 | -5.0% | 856 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $60,000 | -9.1% | 856 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $66,000 | +560.0% | 856 | +409.5% | 0.00% | +100.0% |
| Q2 2020 | $10,000 | -54.5% | 168 | -59.1% | 0.00% | 0.0% |
| Q1 2020 | $22,000 | -18.5% | 411 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $27,000 | +68.8% | 411 | +69.1% | 0.00% | 0.0% |
| Q3 2019 | $16,000 | +6.7% | 243 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $15,000 | +50.0% | 243 | +22.7% | 0.00% | 0.0% |
| Q2 2017 | $10,000 | +11.1% | 198 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $9,000 | 0.0% | 198 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $9,000 | 0.0% | 198 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $9,000 | 0.0% | 198 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $9,000 | 0.0% | 198 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $9,000 | +12.5% | 198 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $8,000 | 0.0% | 198 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $8,000 | – | 198 | – | 0.00% | – |
Download | ||||||
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% |