ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 653 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.23 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $1,455,000 | -0.1% | 19,797 | 0.0% | 0.88% | +4.5% |
| Q2 2021 | $1,457,000 | +4.8% | 19,797 | -1.5% | 0.84% | -2.4% |
| Q1 2021 | $1,390,000 | +8.6% | 20,094 | +0.0% | 0.86% | -9.9% |
| Q4 2020 | $1,280,000 | -0.5% | 20,092 | 0.0% | 0.96% | 0.0% |
| Q3 2020 | $1,286,000 | +5.6% | 20,092 | +0.0% | 0.96% | -13.8% |
| Q2 2020 | $1,218,000 | -14.2% | 20,090 | -15.7% | 1.11% | -16.8% |
| Q1 2020 | $1,419,000 | -40.0% | 23,820 | -34.1% | 1.34% | -22.4% |
| Q4 2019 | $2,366,000 | +1.2% | 36,126 | -0.9% | 1.72% | -19.2% |
| Q3 2019 | $2,338,000 | +0.7% | 36,472 | -0.7% | 2.13% | -0.2% |
| Q2 2019 | $2,321,000 | +5.9% | 36,732 | -1.2% | 2.14% | -3.2% |
| Q1 2019 | $2,192,000 | +8.4% | 37,193 | -2.7% | 2.21% | -20.5% |
| Q4 2018 | $2,023,000 | +336.9% | 38,232 | +351.9% | 2.78% | +369.5% |
| Q3 2018 | $463,000 | -2.1% | 8,460 | -4.9% | 0.59% | +8.0% |
| Q2 2018 | $473,000 | -32.1% | 8,900 | -33.7% | 0.55% | +0.4% |
| Q1 2018 | $697,000 | -9.4% | 13,415 | -4.8% | 0.54% | -1.1% |
| Q4 2017 | $769,000 | – | 14,085 | – | 0.55% | – |
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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% |