ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 462 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 3.08 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $84,975 | +7.8% | 1,089 | 0.0% | 0.01% | 0.0% |
| Q3 2023 | $78,822 | -63.1% | 1,089 | -62.1% | 0.01% | -61.1% |
| Q2 2023 | $213,624 | -36.9% | 2,874 | -38.2% | 0.02% | -40.0% |
| Q1 2023 | $338,565 | +27.0% | 4,654 | +25.9% | 0.03% | +25.0% |
| Q4 2022 | $266,482 | +111.5% | 3,696 | +93.4% | 0.02% | +41.2% |
| Q3 2022 | $126,000 | -6.0% | 1,911 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $134,000 | +59.5% | 1,911 | +75.5% | 0.02% | +88.9% |
| Q1 2022 | $84,000 | +236.0% | 1,089 | +246.8% | 0.01% | +200.0% |
| Q4 2021 | $25,000 | +8.7% | 314 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $23,000 | 0.0% | 314 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $23,000 | +4.5% | 314 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $22,000 | +4.8% | 314 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $21,000 | +5.0% | 314 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $20,000 | +5.3% | 314 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $19,000 | +11.8% | 314 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $17,000 | -19.0% | 314 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $21,000 | +5.0% | 314 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $20,000 | +5.3% | 314 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $19,000 | +5.6% | 314 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $18,000 | +12.5% | 314 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $16,000 | -11.1% | 314 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $18,000 | +5.9% | 314 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $17,000 | – | 314 | – | 0.00% | – |
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% |