ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 693 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 2.04 and the average weighting 1.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $558,438 | -2.6% | 7,715 | 0.0% | 0.16% | -0.6% |
| Q2 2023 | $573,481 | +2.2% | 7,715 | +0.1% | 0.16% | -1.8% |
| Q1 2023 | $560,916 | +100965.9% | 7,711 | +0.1% | 0.16% | +16400.0% |
| Q4 2022 | $555 | -99.9% | 7,706 | -2.6% | 0.00% | 0.0% |
| Q3 2022 | $522,000 | -5.9% | 7,908 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $555,000 | -4.3% | 7,908 | +5.7% | 0.00% | 0.0% |
| Q1 2022 | $580,000 | -4.1% | 7,484 | +0.0% | 0.00% | 0.0% |
| Q4 2021 | $605,000 | +10.2% | 7,481 | +0.1% | 0.00% | 0.0% |
| Q3 2021 | $549,000 | -1.4% | 7,477 | -1.3% | 0.00% | 0.0% |
| Q2 2021 | $557,000 | +3.7% | 7,573 | -2.5% | 0.00% | 0.0% |
| Q1 2021 | $537,000 | -9.3% | 7,770 | -11.0% | 0.00% | -50.0% |
| Q4 2020 | $592,000 | -4.4% | 8,735 | -10.2% | 0.00% | – |
| Q3 2020 | $619,000 | -3.4% | 9,727 | -8.1% | 0.00% | – |
| Q2 2020 | $641,000 | 0.0% | 10,585 | -10.9% | 0.00% | – |
| Q1 2020 | $641,000 | +19.6% | 11,879 | +36.6% | 0.00% | -100.0% |
| Q2 2019 | $536,000 | -99.9% | 8,696 | +9.2% | 0.00% | -99.3% |
| Q4 2018 | $417,177,000 | +10.7% | 7,961 | +12.5% | 0.15% | +15.0% |
| Q2 2018 | $376,802,000 | +4.3% | 7,077 | +0.1% | 0.13% | -32.8% |
| Q1 2018 | $361,190,000 | -4.4% | 7,072 | +0.0% | 0.20% | -3.4% |
| Q4 2017 | $377,868,000 | +5.5% | 7,070 | +0.0% | 0.20% | -5.1% |
| Q3 2017 | $358,268,000 | +4.0% | 7,067 | +0.0% | 0.22% | -4.0% |
| Q2 2017 | $344,566,000 | +2.3% | 7,065 | +0.0% | 0.22% | +39.8% |
| Q1 2017 | $336,847,000 | – | 7,062 | – | 0.16% | – |
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% |