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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $26,987,647 | -3.6% | 372,861 | -1.0% | 6.59% | -2.6% |
| Q2 2023 | $28,003,810 | +3.3% | 376,750 | +1.1% | 6.76% | -2.5% |
| Q1 2023 | $27,118,254 | +6.0% | 372,811 | +5.0% | 6.94% | -1.3% |
| Q4 2022 | $25,594,662 | +20.3% | 354,988 | +10.3% | 7.03% | -4.3% |
| Q3 2022 | $21,276,000 | -15.6% | 321,882 | -10.4% | 7.35% | +12.4% |
| Q2 2022 | $25,217,000 | -8.8% | 359,162 | +0.8% | 6.54% | -9.3% |
| Q1 2022 | $27,652,000 | +0.4% | 356,483 | +4.7% | 7.21% | -2.1% |
| Q4 2021 | $27,538,000 | +10.5% | 340,400 | +0.4% | 7.36% | +2.1% |
| Q3 2021 | $24,923,000 | +1.8% | 339,087 | +1.9% | 7.22% | +0.1% |
| Q2 2021 | $24,490,000 | +8.5% | 332,703 | +2.0% | 7.21% | +7.3% |
| Q1 2021 | $22,575,000 | -9.7% | 326,270 | -2.7% | 6.72% | -16.0% |
| Q4 2020 | $25,009,000 | +21.5% | 335,451 | +3.8% | 8.00% | +10.1% |
| Q3 2020 | $20,592,000 | +11.4% | 323,117 | +6.0% | 7.27% | -4.6% |
| Q2 2020 | $18,480,000 | +16.4% | 304,816 | +3.7% | 7.62% | -10.1% |
| Q1 2020 | $15,880,000 | +3.3% | 294,005 | +17.2% | 8.47% | +14.5% |
| Q4 2019 | $15,373,000 | – | 250,867 | – | 7.40% | – |
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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% |