ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 873 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 6.31 and the average weighting 2.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $728,677 | -51.4% | 10,028 | -50.3% | 0.01% | 0.0% |
| Q2 2023 | $1,498,344 | +99.9% | 20,158 | +100.0% | 0.01% | -7.7% |
| Q1 2023 | $749,383 | +3.1% | 10,079 | 0.0% | 0.01% | +8.3% |
| Q4 2022 | $726,696 | +8.5% | 10,079 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $670,000 | -5.4% | 10,079 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $708,000 | -16.5% | 10,079 | -7.8% | 0.01% | -7.7% |
| Q1 2022 | $848,000 | -4.1% | 10,932 | 0.0% | 0.01% | -7.1% |
| Q4 2021 | $884,000 | +10.0% | 10,932 | 0.0% | 0.01% | +7.7% |
| Q3 2021 | $804,000 | -43.4% | 10,932 | -43.4% | 0.01% | -27.8% |
| Q2 2021 | $1,420,000 | -19.1% | 19,304 | -23.9% | 0.02% | -63.3% |
| Q1 2021 | $1,756,000 | +2.5% | 25,368 | 0.0% | 0.05% | -26.9% |
| Q4 2020 | $1,713,000 | -18.7% | 25,368 | -23.5% | 0.07% | -36.2% |
| Q3 2020 | $2,108,000 | +5.4% | 33,171 | 0.0% | 0.10% | -12.5% |
| Q2 2020 | $2,000,000 | -0.6% | 33,171 | -10.0% | 0.12% | -20.0% |
| Q1 2020 | $2,012,000 | +69.5% | 36,854 | +103.1% | 0.15% | +74.4% |
| Q4 2019 | $1,187,000 | -30.3% | 18,144 | -31.9% | 0.09% | -29.5% |
| Q3 2019 | $1,702,000 | +121.9% | 26,654 | +104.4% | 0.12% | +183.7% |
| Q1 2019 | $767,000 | +5.5% | 13,038 | +2.0% | 0.04% | +22.9% |
| Q3 2018 | $727,000 | -70.7% | 12,778 | 0.0% | 0.04% | -68.5% |
| Q2 2018 | $2,479,000 | – | 12,778 | – | 0.11% | – |
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% |