ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 653 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.23 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,436,554 | -17.8% | 144,191 | -15.6% | 0.34% | -17.0% |
| Q2 2023 | $12,695,856 | -2.4% | 170,804 | -4.5% | 0.41% | -13.1% |
| Q1 2023 | $13,002,902 | +9.4% | 178,759 | +8.4% | 0.47% | +10.0% |
| Q4 2022 | $11,889,309 | -23.4% | 164,900 | -29.8% | 0.43% | -36.2% |
| Q3 2022 | $15,531,000 | -4.8% | 234,963 | +1.1% | 0.67% | +33.5% |
| Q2 2022 | $16,320,000 | +36.2% | 232,448 | +50.5% | 0.50% | -30.1% |
| Q1 2022 | $11,978,000 | -34.5% | 154,411 | -31.7% | 0.72% | -59.8% |
| Q4 2021 | $18,298,000 | -2.0% | 226,182 | -10.9% | 1.80% | -8.1% |
| Q3 2021 | $18,666,000 | -7.3% | 253,964 | -7.1% | 1.95% | +3.3% |
| Q2 2021 | $20,129,000 | -35.9% | 273,453 | -39.7% | 1.89% | -42.4% |
| Q1 2021 | $31,384,000 | -83.0% | 453,592 | -83.3% | 3.28% | -81.6% |
| Q4 2020 | $184,529,000 | +13.9% | 2,718,463 | +6.9% | 17.83% | +20.5% |
| Q3 2020 | $162,056,000 | +17.2% | 2,542,848 | +11.5% | 14.80% | +7.6% |
| Q2 2020 | $138,295,000 | +105.4% | 2,280,965 | +83.0% | 13.76% | +82.9% |
| Q1 2020 | $67,327,000 | +266.0% | 1,246,569 | +344.6% | 7.52% | +362.1% |
| Q4 2019 | $18,395,000 | +54.0% | 280,407 | +50.5% | 1.63% | +24.7% |
| Q3 2019 | $11,946,000 | +1631.3% | 186,358 | +1565.0% | 1.31% | +1512.3% |
| Q2 2019 | $690,000 | +39.7% | 11,193 | +33.1% | 0.08% | +35.0% |
| Q1 2019 | $494,000 | – | 8,407 | – | 0.06% | – |
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% |