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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $238,041 | +10.7% | 3,268 | +18.9% | 0.03% | 0.0% |
| Q1 2022 | $215,000 | -14.7% | 2,748 | -14.0% | 0.03% | -14.7% |
| Q4 2021 | $252,000 | +7.2% | 3,196 | 0.0% | 0.03% | -10.5% |
| Q3 2021 | $235,000 | 0.0% | 3,196 | 0.0% | 0.04% | -2.6% |
| Q2 2021 | $235,000 | +3.5% | 3,196 | 0.0% | 0.04% | -7.1% |
| Q1 2021 | $227,000 | +4.6% | 3,196 | 0.0% | 0.04% | -14.3% |
| Q4 2020 | $217,000 | +6.4% | 3,196 | 0.0% | 0.05% | -10.9% |
| Q3 2020 | $204,000 | -7.7% | 3,196 | -5.2% | 0.06% | -42.7% |
| Q4 2019 | $221,000 | +2.8% | 3,371 | 0.0% | 0.10% | -20.0% |
| Q3 2019 | $215,000 | -26.9% | 3,371 | -28.0% | 0.12% | -44.4% |
| Q2 2019 | $294,000 | +17.1% | 4,682 | +9.9% | 0.22% | +10.8% |
| Q1 2019 | $251,000 | +12.6% | 4,262 | 0.0% | 0.20% | -7.1% |
| Q4 2018 | $223,000 | – | 4,262 | – | 0.21% | – |
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% |