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 | $112,334 | -2.6% | 1,552 | 0.0% | 0.03% | 0.0% |
| Q2 2023 | $115,360 | +2.2% | 1,552 | 0.0% | 0.03% | -3.7% |
| Q1 2023 | $112,892 | -7.0% | 1,552 | -7.8% | 0.03% | -6.9% |
| Q4 2022 | $121,340 | +9.3% | 1,683 | 0.0% | 0.03% | 0.0% |
| Q3 2022 | $111,000 | -5.9% | 1,683 | 0.0% | 0.03% | +3.6% |
| Q2 2022 | $118,000 | -15.1% | 1,683 | -6.3% | 0.03% | 0.0% |
| Q1 2022 | $139,000 | -33.8% | 1,797 | -30.8% | 0.03% | -22.2% |
| Q4 2021 | $210,000 | +9.9% | 2,597 | 0.0% | 0.04% | 0.0% |
| Q3 2021 | $191,000 | -12.4% | 2,597 | -12.2% | 0.04% | -10.0% |
| Q2 2021 | $218,000 | -34.9% | 2,957 | -38.9% | 0.04% | -37.5% |
| Q1 2021 | $335,000 | +2.1% | 4,837 | 0.0% | 0.06% | +1.6% |
| Q4 2020 | $328,000 | +6.5% | 4,837 | +0.2% | 0.06% | -6.0% |
| Q3 2020 | $308,000 | +5.5% | 4,828 | +0.2% | 0.07% | -2.9% |
| Q2 2020 | $292,000 | -7.3% | 4,818 | -17.4% | 0.07% | -17.9% |
| Q1 2020 | $315,000 | -11.8% | 5,836 | +7.4% | 0.08% | +12.0% |
| Q4 2019 | $357,000 | +6.9% | 5,436 | +4.3% | 0.08% | -3.8% |
| Q3 2019 | $334,000 | +12.5% | 5,214 | +8.3% | 0.08% | +16.4% |
| Q2 2019 | $297,000 | +6.5% | 4,814 | +1.3% | 0.07% | +4.7% |
| Q1 2019 | $279,000 | +1016.0% | 4,751 | +877.6% | 0.06% | +814.3% |
| Q4 2018 | $25,000 | – | 486 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stuart Chaussee & Associates, Inc. | 1,466,931 | $86,256,000 | 55.63% |
| Tolleson Wealth Management, Inc. | 1,110,531 | $65,299,000 | 45.18% |
| Legacy Financial Advisors, Inc. | 1,817,291 | $106,857,000 | 36.20% |
| DOW CHEMICAL CO /DE/ | 4,027,402 | $236,811,000 | 35.76% |
| Personal Wealth Partners | 838,599 | $51,881,000 | 27.56% |
| Lee Financial Group Hawaii, Inc. | 494,217 | $29,060,000 | 27.05% |
| Financial Advisors, LLC | 612,063 | $35,989,000 | 24.58% |
| ARS Wealth Advisors, LLC | 1,023,883 | $60,204,000 | 19.23% |
| VisionPoint Advisory Group, LLC | 1,160,256 | $68,223,000 | 19.17% |
| Mascoma Wealth Management LLC | 438,092 | $25,760,000 | 17.28% |