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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $865,722 | +43.3% | 11,647 | +40.2% | 0.19% | +36.5% |
| Q1 2023 | $604,178 | – | 8,306 | – | 0.14% | – |
| Q2 2021 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q1 2021 | $76,000 | +1.3% | 1,104 | 0.0% | 0.02% | -4.8% |
| Q4 2020 | $75,000 | +7.1% | 1,104 | +0.5% | 0.02% | +5.0% |
| Q3 2020 | $70,000 | +4.5% | 1,099 | +0.5% | 0.02% | -4.8% |
| Q2 2020 | $67,000 | +15.5% | 1,093 | +0.5% | 0.02% | +16.7% |
| Q1 2020 | $58,000 | -89.2% | 1,088 | -86.7% | 0.02% | -88.8% |
| Q4 2019 | $535,000 | +2.3% | 8,161 | 0.0% | 0.16% | -9.1% |
| Q3 2019 | $523,000 | +3.8% | 8,161 | 0.0% | 0.18% | -5.4% |
| Q2 2019 | $504,000 | +3.5% | 8,161 | -1.5% | 0.19% | -13.1% |
| Q1 2019 | $487,000 | -3.2% | 8,282 | -13.7% | 0.21% | -26.5% |
| Q4 2018 | $503,000 | – | 9,598 | – | 0.29% | – |
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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% |