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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,379,975 | -57.4% | 101,962 | -56.2% | 0.30% | -12.1% |
| Q2 2023 | $17,308,538 | +247.5% | 232,860 | +240.0% | 0.34% | +20.1% |
| Q1 2023 | $4,981,397 | +23.5% | 68,482 | +22.4% | 0.28% | +126.4% |
| Q4 2022 | $4,034,218 | +19.7% | 55,953 | +9.7% | 0.12% | -57.0% |
| Q3 2022 | $3,370,000 | +9.8% | 50,989 | +16.6% | 0.29% | +13.2% |
| Q2 2022 | $3,070,000 | -2.4% | 43,730 | +7.9% | 0.26% | +15.8% |
| Q1 2022 | $3,144,000 | -4.3% | 40,532 | -0.2% | 0.22% | -5.5% |
| Q4 2021 | $3,286,000 | +64.2% | 40,618 | +49.2% | 0.24% | +35.1% |
| Q3 2021 | $2,001,000 | -21.7% | 27,225 | -21.6% | 0.17% | -23.3% |
| Q2 2021 | $2,557,000 | +3.4% | 34,734 | -2.8% | 0.23% | -9.9% |
| Q1 2021 | $2,472,000 | -27.2% | 35,724 | -28.6% | 0.25% | -36.0% |
| Q4 2020 | $3,395,000 | +23.5% | 50,012 | +16.0% | 0.39% | +2.6% |
| Q3 2020 | $2,748,000 | +11.0% | 43,125 | +5.7% | 0.38% | -2.0% |
| Q2 2020 | $2,475,000 | +10.3% | 40,814 | +7.6% | 0.39% | -6.2% |
| Q1 2020 | $2,244,000 | +443.3% | 37,925 | +503.6% | 0.42% | +397.6% |
| Q4 2019 | $413,000 | +78.8% | 6,283 | +73.4% | 0.08% | +55.6% |
| Q3 2019 | $231,000 | -93.1% | 3,623 | -92.9% | 0.05% | -81.4% |
| Q3 2011 | $3,370,000 | – | 50,989 | – | 0.29% | – |
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% |