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 | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $345,000 | +6.5% | 5,082 | 0.0% | 0.04% | -4.3% |
| Q3 2020 | $324,000 | +5.2% | 5,082 | 0.0% | 0.05% | +2.2% |
| Q2 2020 | $308,000 | +12.4% | 5,082 | 0.0% | 0.04% | -8.2% |
| Q1 2020 | $274,000 | -17.7% | 5,082 | 0.0% | 0.05% | +4.3% |
| Q4 2019 | $333,000 | +2.1% | 5,082 | 0.0% | 0.05% | -4.1% |
| Q3 2019 | $326,000 | +3.8% | 5,082 | 0.0% | 0.05% | -16.9% |
| Q2 2019 | $314,000 | +5.0% | 5,082 | 0.0% | 0.06% | 0.0% |
| Q1 2019 | $299,000 | +12.4% | 5,082 | 0.0% | 0.06% | -1.7% |
| Q4 2018 | $266,000 | -8.3% | 5,082 | 0.0% | 0.06% | +5.3% |
| Q3 2018 | $290,000 | +7.4% | 5,082 | 0.0% | 0.06% | 0.0% |
| Q2 2018 | $270,000 | +2.3% | 5,082 | 0.0% | 0.06% | -1.7% |
| Q1 2018 | $264,000 | -1.5% | 5,082 | 0.0% | 0.06% | +1.8% |
| Q4 2017 | $268,000 | +4.7% | 5,082 | 0.0% | 0.06% | -1.7% |
| Q3 2017 | $256,000 | +2.8% | 5,082 | 0.0% | 0.06% | -1.7% |
| Q2 2017 | $249,000 | +2.5% | 5,082 | 0.0% | 0.06% | 0.0% |
| Q1 2017 | $243,000 | +5.7% | 5,082 | 0.0% | 0.06% | 0.0% |
| Q4 2016 | $230,000 | -0.4% | 5,082 | 0.0% | 0.06% | -4.8% |
| Q3 2016 | $231,000 | -1.7% | 5,082 | 0.0% | 0.06% | -7.5% |
| Q2 2016 | $235,000 | – | 5,082 | – | 0.07% | – |
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% |