ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 760 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 0.92 and the average weighting 2.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,231 | -2.6% | 17 | 0.0% | 0.00% | – |
| Q2 2023 | $1,264 | +2.2% | 17 | 0.0% | 0.00% | – |
| Q1 2023 | $1,237 | +0.9% | 17 | 0.0% | 0.00% | – |
| Q4 2022 | $1,226 | -93.9% | 17 | -93.7% | 0.00% | -100.0% |
| Q2 2021 | $20,000 | -33.3% | 270 | -37.2% | 0.00% | -50.0% |
| Q1 2021 | $30,000 | +3.4% | 430 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $29,000 | -35.6% | 430 | -39.7% | 0.00% | -33.3% |
| Q3 2020 | $45,000 | -95.6% | 713 | -95.8% | 0.00% | -95.8% |
| Q2 2020 | $1,027,000 | -12.4% | 16,939 | -21.9% | 0.07% | -28.0% |
| Q1 2020 | $1,172,000 | -15.7% | 21,693 | +2.3% | 0.10% | +7.5% |
| Q4 2019 | $1,391,000 | +6.6% | 21,208 | +4.1% | 0.09% | -1.1% |
| Q3 2019 | $1,305,000 | +25.5% | 20,363 | +20.9% | 0.09% | +20.5% |
| Q2 2019 | $1,040,000 | +21.2% | 16,848 | +15.5% | 0.08% | +16.4% |
| Q1 2019 | $858,000 | +14.4% | 14,589 | +2.0% | 0.07% | -2.9% |
| Q4 2018 | $750,000 | -8.2% | 14,309 | -0.1% | 0.07% | +7.8% |
| Q3 2018 | $817,000 | +7.1% | 14,327 | -0.2% | 0.06% | -1.5% |
| Q2 2018 | $763,000 | +0.9% | 14,360 | -1.4% | 0.06% | -1.5% |
| Q1 2018 | $756,000 | +3.4% | 14,565 | +5.2% | 0.07% | +3.1% |
| Q4 2017 | $731,000 | +8.3% | 13,845 | +3.3% | 0.06% | +4.9% |
| Q3 2017 | $675,000 | +12.1% | 13,405 | +9.0% | 0.06% | +5.2% |
| Q2 2017 | $602,000 | +24.6% | 12,299 | +21.5% | 0.06% | +18.4% |
| Q1 2017 | $483,000 | +6.4% | 10,126 | +0.8% | 0.05% | +2.1% |
| Q4 2016 | $454,000 | +11.0% | 10,047 | +11.7% | 0.05% | +6.7% |
| Q3 2016 | $409,000 | +10.8% | 8,994 | +7.1% | 0.04% | +4.7% |
| Q1 2016 | $369,000 | +5.1% | 8,400 | 0.0% | 0.04% | -2.3% |
| Q4 2015 | $351,000 | – | 8,400 | – | 0.04% | – |
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% |