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 2023 | $284,236 | -2.6% | 3,927 | 0.0% | 0.07% | -1.3% |
| Q2 2023 | $291,894 | +0.0% | 3,927 | -2.1% | 0.08% | -5.1% |
| Q1 2023 | $291,750 | -23.0% | 4,011 | -23.7% | 0.08% | -21.0% |
| Q4 2022 | $378,814 | +9.3% | 5,254 | +0.2% | 0.10% | +1.0% |
| Q3 2022 | $346,679 | -61.5% | 5,244 | -59.1% | 0.10% | -60.6% |
| Q2 2022 | $899,736 | -12.0% | 12,814 | -2.8% | 0.25% | -0.4% |
| Q1 2022 | $1,022,271 | -16.5% | 13,178 | -13.0% | 0.25% | -19.7% |
| Q4 2021 | $1,224,980 | +77.6% | 15,141 | +61.4% | 0.31% | +59.4% |
| Q3 2021 | $689,551 | -9.4% | 9,381 | -9.3% | 0.20% | -10.9% |
| Q2 2021 | $761,338 | -17.6% | 10,342 | -22.5% | 0.22% | -26.3% |
| Q1 2021 | $923,623 | -28.9% | 13,349 | -30.3% | 0.30% | -34.6% |
| Q4 2020 | $1,299,781 | +9.1% | 19,148 | +2.5% | 0.46% | -5.0% |
| Q3 2020 | $1,191,011 | +8.4% | 18,688 | +3.1% | 0.48% | -4.7% |
| Q2 2020 | $1,099,000 | -2.0% | 18,130 | -12.7% | 0.51% | -14.9% |
| Q1 2020 | $1,122,000 | -41.5% | 20,778 | -28.9% | 0.60% | -28.4% |
| Q4 2019 | $1,917,000 | +10.8% | 29,212 | +8.2% | 0.83% | +2.2% |
| Q3 2019 | $1,730,000 | +51.6% | 26,987 | +46.0% | 0.81% | +66.5% |
| Q2 2019 | $1,141,000 | +4.4% | 18,478 | -0.6% | 0.49% | -15.3% |
| Q1 2019 | $1,093,000 | +60.5% | 18,587 | +43.0% | 0.58% | +37.4% |
| Q4 2018 | $681,000 | – | 12,995 | – | 0.42% | – |
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% |