ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 760 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 0.92 and the average weighting 2.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $291,226 | +9.9% | 4,039 | +0.8% | 0.04% | -5.4% |
| Q3 2022 | $265,000 | +21.0% | 4,005 | +35.3% | 0.04% | +27.6% |
| Q2 2022 | $219,000 | -40.0% | 2,959 | -37.1% | 0.03% | -71.8% |
| Q1 2022 | $365,000 | -22.3% | 4,708 | -19.0% | 0.10% | -18.3% |
| Q4 2021 | $470,000 | -37.5% | 5,815 | -43.2% | 0.13% | -34.7% |
| Q3 2021 | $752,000 | -34.5% | 10,242 | -34.4% | 0.19% | -36.5% |
| Q2 2021 | $1,148,000 | -85.1% | 15,608 | -86.0% | 0.30% | -86.6% |
| Q1 2021 | $7,705,000 | -54.2% | 111,371 | -55.0% | 2.27% | -55.3% |
| Q4 2020 | $16,816,000 | -1.4% | 247,727 | -7.4% | 5.07% | +4.5% |
| Q3 2020 | $17,051,000 | +4.1% | 267,551 | -0.9% | 4.86% | -21.7% |
| Q2 2020 | $16,373,000 | +47.8% | 270,052 | +31.6% | 6.20% | +50.9% |
| Q1 2020 | $11,079,000 | +782.1% | 205,136 | +971.7% | 4.11% | +803.5% |
| Q4 2019 | $1,256,000 | +290.1% | 19,142 | +281.5% | 0.46% | +220.4% |
| Q3 2019 | $322,000 | – | 5,018 | – | 0.14% | – |
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% |