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 | $2,568,478 | -8.1% | 35,486 | -5.6% | 0.67% | +0.8% |
| Q2 2023 | $2,794,140 | +2.4% | 37,591 | +0.2% | 0.66% | -5.0% |
| Q1 2023 | $2,727,569 | +1.9% | 37,498 | +1.0% | 0.70% | -7.2% |
| Q4 2022 | $2,676,255 | +5.6% | 37,119 | -3.2% | 0.75% | -7.5% |
| Q3 2022 | $2,534,946 | -3.3% | 38,350 | +2.7% | 0.82% | -0.7% |
| Q2 2022 | $2,621,000 | -9.4% | 37,334 | +0.1% | 0.82% | +9.3% |
| Q1 2022 | $2,893,000 | -3.9% | 37,300 | +0.3% | 0.75% | -2.6% |
| Q4 2021 | $3,009,000 | +9.4% | 37,199 | -0.6% | 0.77% | -6.7% |
| Q3 2021 | $2,751,000 | +0.1% | 37,427 | +0.3% | 0.83% | +4.0% |
| Q2 2021 | $2,748,000 | -5.6% | 37,328 | -11.3% | 0.79% | -21.3% |
| Q1 2021 | $2,912,000 | -40.6% | 42,089 | -41.8% | 1.01% | -41.9% |
| Q4 2020 | $4,906,000 | +6.3% | 72,277 | -0.2% | 1.74% | -4.1% |
| Q3 2020 | $4,614,000 | +5.2% | 72,393 | +0.0% | 1.81% | -7.4% |
| Q2 2020 | $4,387,000 | +20.7% | 72,358 | +7.5% | 1.96% | -3.1% |
| Q1 2020 | $3,634,000 | -24.2% | 67,282 | -8.0% | 2.02% | -1.0% |
| Q4 2019 | $4,796,000 | +6.5% | 73,111 | +4.1% | 2.04% | +2.7% |
| Q3 2019 | $4,502,000 | +55.6% | 70,238 | +49.8% | 1.98% | +48.8% |
| Q2 2019 | $2,894,000 | +13.6% | 46,887 | +8.2% | 1.33% | +7.7% |
| Q1 2019 | $2,547,000 | +36.2% | 43,316 | +21.3% | 1.24% | +9.2% |
| Q4 2018 | $1,870,000 | – | 35,696 | – | 1.14% | – |
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% |