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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $208,000 | -23.0% | 2,570 | -30.0% | 0.02% | -29.0% |
| Q2 2021 | $270,000 | +6.3% | 3,670 | 0.0% | 0.03% | +3.3% |
| Q1 2021 | $254,000 | -18.1% | 3,670 | -19.7% | 0.03% | -26.8% |
| Q4 2020 | $310,000 | +21.6% | 4,570 | +14.2% | 0.04% | -42.3% |
| Q3 2020 | $255,000 | +4.9% | 4,000 | 0.0% | 0.07% | 0.0% |
| Q2 2020 | $243,000 | +12.5% | 4,000 | 0.0% | 0.07% | -12.3% |
| Q1 2020 | $216,000 | -17.6% | 4,000 | 0.0% | 0.08% | -3.6% |
| Q4 2019 | $262,000 | +2.3% | 4,000 | 0.0% | 0.08% | -5.6% |
| Q3 2019 | $256,000 | +3.6% | 4,000 | 0.0% | 0.09% | -29.9% |
| Q2 2019 | $247,000 | -32.9% | 4,000 | -36.1% | 0.13% | -39.5% |
| Q1 2019 | $368,000 | +12.2% | 6,255 | 0.0% | 0.21% | -23.6% |
| Q4 2018 | $328,000 | – | 6,255 | – | 0.28% | – |
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% |