ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 873 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 6.31 and the average weighting 2.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $341 | -2.6% | 4,708 | 0.0% | 0.05% | -24.2% |
| Q2 2023 | $350 | +2.3% | 4,708 | +0.1% | 0.07% | -7.0% |
| Q1 2023 | $342 | -99.9% | 4,704 | -13.0% | 0.07% | -24.5% |
| Q4 2022 | $389,792 | +9.2% | 5,406 | +0.1% | 0.09% | -1.1% |
| Q3 2022 | $357,000 | -5.8% | 5,402 | +0.1% | 0.10% | -2.1% |
| Q2 2022 | $379,000 | -9.3% | 5,397 | +0.1% | 0.10% | +4.3% |
| Q1 2022 | $418,000 | -11.4% | 5,393 | -7.7% | 0.09% | -7.9% |
| Q4 2021 | $472,000 | +10.0% | 5,840 | +0.1% | 0.10% | +3.1% |
| Q3 2021 | $429,000 | 0.0% | 5,837 | +0.1% | 0.10% | 0.0% |
| Q2 2021 | $429,000 | +6.5% | 5,833 | +0.1% | 0.10% | -2.0% |
| Q1 2021 | $403,000 | +2.0% | 5,830 | +0.3% | 0.10% | +2.0% |
| Q4 2020 | $395,000 | +6.8% | 5,815 | +0.1% | 0.10% | +22.5% |
| Q3 2020 | $370,000 | -0.5% | 5,811 | -5.4% | 0.08% | -3.6% |
| Q2 2020 | $372,000 | 0.0% | 6,142 | -10.9% | 0.08% | -21.7% |
| Q1 2020 | $372,000 | -26.3% | 6,892 | -10.4% | 0.11% | -7.8% |
| Q4 2019 | $505,000 | – | 7,692 | – | 0.12% | – |
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% |