ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 916 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.39 and the average weighting 2.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $104,806 | +414.6% | 1,448 | +428.5% | 0.02% | +425.0% |
| Q2 2023 | $20,366 | +2.2% | 274 | 0.0% | 0.00% | -20.0% |
| Q1 2023 | $19,931 | +0.9% | 274 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $19,755 | +9.8% | 274 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $18,000 | -5.3% | 274 | 0.0% | 0.01% | -16.7% |
| Q2 2022 | $19,000 | -9.5% | 274 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $21,000 | -4.5% | 274 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $22,000 | +10.0% | 274 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $20,000 | 0.0% | 274 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $20,000 | +5.3% | 274 | 0.0% | 0.01% | -14.3% |
| Q1 2021 | $19,000 | -62.0% | 274 | -62.5% | 0.01% | -61.1% |
| Q4 2020 | $50,000 | -27.5% | 730 | -33.0% | 0.02% | -40.0% |
| Q3 2020 | $69,000 | +4.5% | 1,089 | 0.0% | 0.03% | -3.2% |
| Q2 2020 | $66,000 | +4.8% | 1,089 | -7.2% | 0.03% | -11.4% |
| Q1 2020 | $63,000 | -18.2% | 1,174 | 0.0% | 0.04% | -5.4% |
| Q4 2019 | $77,000 | +2.7% | 1,174 | 0.0% | 0.04% | -7.5% |
| Q3 2019 | $75,000 | +8.7% | 1,174 | 0.0% | 0.04% | +5.3% |
| Q2 2019 | $69,000 | 0.0% | 1,174 | 0.0% | 0.04% | 0.0% |
| Q1 2019 | $69,000 | +11.3% | 1,174 | 0.0% | 0.04% | -5.0% |
| Q4 2018 | $62,000 | -10.1% | 1,174 | -3.3% | 0.04% | 0.0% |
| Q3 2018 | $69,000 | +6.2% | 1,214 | 0.0% | 0.04% | +2.6% |
| Q2 2018 | $65,000 | 0.0% | 1,214 | -3.5% | 0.04% | +2.6% |
| Q1 2018 | $65,000 | -7.1% | 1,258 | -5.3% | 0.04% | -7.3% |
| Q4 2017 | $70,000 | – | 1,328 | – | 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% |