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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $127,123 | -21.0% | 1,756 | -21.4% | 0.03% | -28.2% |
| Q2 2023 | $161,013 | 0.0% | 2,233 | 0.0% | 0.04% | 0.0% |
| Q1 2023 | $161,013 | 0.0% | 2,233 | 0.0% | 0.04% | 0.0% |
| Q4 2022 | $161,013 | -14.4% | 2,233 | -19.2% | 0.04% | -18.8% |
| Q3 2022 | $188,000 | +50.4% | 2,764 | +58.3% | 0.05% | +54.8% |
| Q2 2022 | $125,000 | -13.2% | 1,746 | -5.5% | 0.03% | -6.1% |
| Q1 2022 | $144,000 | -31.8% | 1,848 | -29.3% | 0.03% | -34.0% |
| Q4 2021 | $211,000 | +2914.3% | 2,613 | +2513.0% | 0.05% | +2400.0% |
| Q3 2021 | $7,000 | -93.0% | 100 | -92.6% | 0.00% | -92.3% |
| Q2 2021 | $100,000 | +3.1% | 1,359 | -2.7% | 0.03% | -7.1% |
| Q1 2021 | $97,000 | -68.6% | 1,396 | -69.4% | 0.03% | -71.4% |
| Q4 2020 | $309,000 | -85.3% | 4,555 | -86.2% | 0.10% | -76.2% |
| Q3 2020 | $2,103,000 | +1.6% | 33,006 | -3.3% | 0.41% | -47.4% |
| Q2 2020 | $2,069,000 | +6.2% | 34,117 | -5.5% | 0.78% | -17.1% |
| Q1 2020 | $1,949,000 | -14.8% | 36,094 | +3.5% | 0.94% | +1.9% |
| Q4 2019 | $2,287,000 | +389.7% | 34,859 | +378.0% | 0.92% | +478.1% |
| Q3 2019 | $467,000 | -95.3% | 7,293 | -95.5% | 0.16% | -96.0% |
| Q2 2019 | $9,937,000 | +5.6% | 160,988 | +0.6% | 3.97% | +0.7% |
| Q1 2019 | $9,414,000 | +55.5% | 160,095 | +38.6% | 3.94% | +32.4% |
| Q4 2018 | $6,054,000 | – | 115,532 | – | 2.98% | – |
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% |