ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 653 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.23 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $22,325,876,000 | +2.3% | 322,675 | +0.3% | 3.03% | -2.0% |
| Q4 2020 | $21,829,119,000 | +106072.8% | 321,584 | -0.3% | 3.09% | -3.5% |
| Q3 2020 | $20,560,000 | +4.4% | 322,616 | -0.7% | 3.20% | -0.0% |
| Q2 2020 | $19,690,000 | +11.0% | 324,754 | -1.2% | 3.20% | -0.5% |
| Q1 2020 | $17,744,000 | -12.9% | 328,540 | +5.8% | 3.22% | +7.2% |
| Q4 2019 | $20,365,000 | +1.6% | 310,436 | -0.7% | 3.00% | -4.3% |
| Q3 2019 | $20,048,000 | +2.5% | 312,766 | -1.2% | 3.14% | +0.8% |
| Q2 2019 | $19,550,000 | +155.8% | 316,706 | +143.6% | 3.11% | +144.4% |
| Q1 2019 | $7,644,000 | +5.9% | 130,008 | -5.6% | 1.27% | -4.8% |
| Q4 2018 | $7,219,000 | -14.5% | 137,771 | -6.9% | 1.34% | -2.8% |
| Q3 2018 | $8,440,000 | +5.8% | 147,958 | -1.4% | 1.38% | +6.4% |
| Q2 2018 | $7,976,000 | +3.3% | 150,032 | +0.9% | 1.29% | +4.4% |
| Q1 2018 | $7,718,000 | -7.7% | 148,626 | -6.1% | 1.24% | -2.7% |
| Q4 2017 | $8,358,000 | +1.1% | 158,361 | -3.6% | 1.27% | -2.3% |
| Q3 2017 | $8,267,000 | +3.3% | 164,227 | +0.4% | 1.30% | +0.8% |
| Q2 2017 | $8,002,000 | -0.6% | 163,532 | -3.0% | 1.29% | -0.6% |
| Q1 2017 | $8,048,000 | +6.4% | 168,657 | +0.8% | 1.30% | +2.9% |
| Q4 2016 | $7,566,000 | -7.5% | 167,305 | -7.0% | 1.26% | -6.2% |
| Q3 2016 | $8,176,000 | -5.6% | 179,961 | -4.0% | 1.35% | -6.7% |
| Q2 2016 | $8,662,000 | -4.9% | 187,444 | -9.6% | 1.44% | -3.0% |
| Q1 2016 | $9,112,000 | – | 207,421 | – | 1.49% | – |
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% |