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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,040,762 | +0.8% | 69,643 | +3.6% | 0.91% | +2.7% |
| Q2 2023 | $4,998,549 | +5.0% | 67,248 | +2.8% | 0.88% | -0.2% |
| Q1 2023 | $4,759,129 | +2.3% | 65,427 | +1.4% | 0.89% | -13.7% |
| Q4 2022 | $4,653,934 | +5.3% | 64,548 | -3.5% | 1.03% | -4.0% |
| Q3 2022 | $4,420,000 | -1.1% | 66,873 | +5.1% | 1.07% | +2.2% |
| Q2 2022 | $4,469,000 | -5.8% | 63,648 | +4.1% | 1.05% | +13.7% |
| Q1 2022 | $4,744,000 | -1.9% | 61,158 | +2.3% | 0.92% | +12.2% |
| Q4 2021 | $4,835,000 | +13.5% | 59,763 | +3.1% | 0.82% | +5.9% |
| Q3 2021 | $4,259,000 | +5.7% | 57,942 | +5.8% | 0.78% | +5.6% |
| Q2 2021 | $4,030,000 | +12.7% | 54,753 | +5.9% | 0.73% | +4.3% |
| Q1 2021 | $3,576,000 | -1.2% | 51,689 | -3.0% | 0.70% | -12.3% |
| Q4 2020 | $3,618,000 | +6.7% | 53,301 | +0.1% | 0.80% | -10.3% |
| Q3 2020 | $3,392,000 | +14.2% | 53,226 | +8.7% | 0.90% | +3.6% |
| Q2 2020 | $2,970,000 | +29.4% | 48,985 | +15.3% | 0.86% | +5.0% |
| Q1 2020 | $2,295,000 | -16.1% | 42,487 | +1.9% | 0.82% | -2.6% |
| Q4 2019 | $2,736,000 | +11.5% | 41,701 | +9.0% | 0.84% | +3.2% |
| Q3 2019 | $2,453,000 | +142.9% | 38,271 | +133.8% | 0.82% | +143.0% |
| Q2 2019 | $1,010,000 | +52.6% | 16,368 | +45.4% | 0.34% | +47.2% |
| Q1 2019 | $662,000 | +14.3% | 11,257 | +1.8% | 0.23% | -3.4% |
| Q4 2018 | $579,000 | +68.8% | 11,057 | +83.8% | 0.24% | +99.2% |
| Q3 2018 | $343,000 | +17.9% | 6,015 | +9.9% | 0.12% | +8.2% |
| Q2 2018 | $291,000 | -52.8% | 5,475 | -53.9% | 0.11% | -56.0% |
| Q1 2018 | $617,000 | +50.5% | 11,885 | +53.2% | 0.25% | +45.3% |
| Q4 2017 | $410,000 | +12.3% | 7,760 | +6.9% | 0.17% | +5.5% |
| Q3 2017 | $365,000 | +21.7% | 7,260 | +18.5% | 0.16% | +9.4% |
| Q2 2017 | $300,000 | +22.4% | 6,126 | +19.5% | 0.15% | +17.3% |
| Q1 2017 | $245,000 | – | 5,126 | – | 0.13% | – |
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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% |