ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 611 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 0.11 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $21,822 | +0.9% | 300 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $21,630 | +8.2% | 300 | 0.0% | 0.02% | -6.2% |
| Q3 2022 | $20,000 | -4.8% | 300 | 0.0% | 0.02% | +6.7% |
| Q2 2022 | $21,000 | -8.7% | 300 | 0.0% | 0.02% | +15.4% |
| Q1 2022 | $23,000 | -4.2% | 300 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $24,000 | +9.1% | 300 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $22,000 | -56.0% | 300 | -55.8% | 0.01% | -53.6% |
| Q2 2021 | $50,000 | +6.4% | 679 | 0.0% | 0.03% | -6.7% |
| Q1 2021 | $47,000 | -48.9% | 679 | -50.0% | 0.03% | -55.2% |
| Q4 2020 | $92,000 | +5.7% | 1,358 | 0.0% | 0.07% | -15.2% |
| Q3 2020 | $87,000 | +6.1% | 1,358 | 0.0% | 0.08% | -12.2% |
| Q2 2020 | $82,000 | +121.6% | 1,358 | +100.0% | 0.09% | +91.5% |
| Q1 2020 | $37,000 | -17.8% | 679 | 0.0% | 0.05% | +27.0% |
| Q4 2019 | $45,000 | +2.3% | 679 | 0.0% | 0.04% | -11.9% |
| Q3 2019 | $44,000 | +4.8% | 679 | 0.0% | 0.04% | +2.4% |
| Q2 2019 | $42,000 | +5.0% | 679 | 0.0% | 0.04% | 0.0% |
| Q1 2019 | $40,000 | +11.1% | 679 | 0.0% | 0.04% | -8.9% |
| Q4 2018 | $36,000 | – | 679 | – | 0.04% | – |
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% |