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 | ||||
---|---|---|---|---|---|---|
Q1 2023 | $200,981 | -97.3% | 2,763 | -97.5% | 0.04% | -97.9% |
Q3 2022 | $7,346,000 | -58.2% | 111,134 | -55.6% | 1.68% | -52.7% |
Q2 2022 | $17,576,000 | -40.9% | 250,340 | -34.7% | 3.56% | -36.6% |
Q1 2022 | $29,740,000 | -4.9% | 383,394 | -0.8% | 5.62% | +44.8% |
Q4 2021 | $31,266,000 | +11.0% | 386,477 | +0.8% | 3.88% | -31.4% |
Q3 2021 | $28,170,000 | -1.0% | 383,267 | -0.9% | 5.66% | -0.9% |
Q2 2021 | $28,468,000 | +8.1% | 386,746 | +1.7% | 5.71% | -1.3% |
Q1 2021 | $26,323,000 | +0.2% | 380,451 | -1.7% | 5.78% | -8.8% |
Q4 2020 | $26,283,000 | +7.3% | 387,202 | +4.1% | 6.34% | +3.1% |
Q3 2020 | $24,501,000 | +11.7% | 371,908 | +2.8% | 6.15% | +5.7% |
Q2 2020 | $21,939,000 | +20.0% | 361,848 | +6.9% | 5.81% | +3.3% |
Q1 2020 | $18,284,000 | +6671.9% | 338,526 | +8118.6% | 5.63% | +7829.6% |
Q4 2019 | $270,000 | – | 4,119 | – | 0.07% | – |
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% |