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 | $55,371 | +6107.5% | 765 | +6275.0% | 0.01% | – |
| Q2 2023 | $892 | -91.8% | 12 | -92.0% | 0.00% | -100.0% |
| Q1 2023 | $10,911 | -31.8% | 150 | -36.2% | 0.00% | -50.0% |
| Q3 2022 | $16,000 | 0.0% | 235 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $16,000 | -87.3% | 235 | -87.1% | 0.00% | -88.2% |
| Q1 2021 | $126,000 | +110.0% | 1,815 | +106.0% | 0.02% | +88.9% |
| Q4 2020 | $60,000 | +328.6% | 881 | +313.6% | 0.01% | +350.0% |
| Q3 2020 | $14,000 | -22.2% | 213 | -30.2% | 0.00% | -33.3% |
| Q2 2020 | $18,000 | +28.6% | 305 | +17.8% | 0.00% | 0.0% |
| Q1 2020 | $14,000 | -79.1% | 259 | -74.7% | 0.00% | -72.7% |
| Q4 2019 | $67,000 | +1016.7% | 1,025 | +914.9% | 0.01% | +1000.0% |
| Q3 2019 | $6,000 | – | 101 | – | 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% |