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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $45 | +2.3% | 600 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $44 | +2.3% | 600 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $43 | -99.9% | 600 | 0.0% | 0.01% | -14.3% |
| Q3 2022 | $40,000 | -4.8% | 600 | 0.0% | 0.01% | +16.7% |
| Q2 2022 | $42,000 | -10.6% | 600 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $47,000 | -24.2% | 600 | -22.1% | 0.01% | -14.3% |
| Q4 2021 | $62,000 | +8.8% | 770 | 0.0% | 0.01% | +16.7% |
| Q3 2021 | $57,000 | +1.8% | 770 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $56,000 | +5.7% | 770 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $53,000 | +1.9% | 770 | 0.0% | 0.01% | -14.3% |
| Q4 2020 | $52,000 | +6.1% | 770 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $49,000 | +4.3% | 770 | 0.0% | 0.01% | -12.5% |
| Q2 2020 | $47,000 | +11.9% | 770 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $42,000 | -17.6% | 770 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $51,000 | +4.1% | 770 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $49,000 | +2.1% | 770 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $48,000 | +6.7% | 770 | 0.0% | 0.01% | +14.3% |
| Q1 2019 | $45,000 | +12.5% | 770 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $40,000 | -9.1% | 770 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $44,000 | +7.3% | 770 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $41,000 | +2.5% | 770 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $40,000 | – | 770 | – | 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% |