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 | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $228,000 | +10.1% | 3,360 | +3.4% | 0.01% | 0.0% |
| Q3 2020 | $207,000 | -83.9% | 3,249 | -84.7% | 0.01% | -84.8% |
| Q2 2020 | $1,285,000 | -3.6% | 21,199 | -14.1% | 0.07% | -19.5% |
| Q1 2020 | $1,333,000 | -36.5% | 24,682 | -22.8% | 0.08% | -20.4% |
| Q4 2019 | $2,098,000 | +2.9% | 31,982 | +0.6% | 0.10% | 0.0% |
| Q3 2019 | $2,039,000 | +197.2% | 31,804 | +186.4% | 0.10% | +194.3% |
| Q2 2019 | $686,000 | -21.9% | 11,105 | -25.6% | 0.04% | -23.9% |
| Q1 2019 | $878,000 | +12.3% | 14,929 | 0.0% | 0.05% | +7.0% |
| Q4 2018 | $782,000 | +7.4% | 14,929 | +17.0% | 0.04% | +19.4% |
| Q3 2018 | $728,000 | +7.4% | 12,759 | 0.0% | 0.04% | +2.9% |
| Q2 2018 | $678,000 | +17.5% | 12,759 | +14.9% | 0.04% | +16.7% |
| Q1 2018 | $577,000 | -6.9% | 11,105 | -5.4% | 0.03% | -6.2% |
| Q4 2017 | $620,000 | – | 11,744 | – | 0.03% | – |
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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% |