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 | $767,839 | -3.7% | 10,608 | -1.1% | 0.25% | -1.6% |
| Q2 2023 | $797,446 | -2.8% | 10,728 | -4.9% | 0.26% | -4.1% |
| Q1 2023 | $820,186 | +0.3% | 11,276 | -0.6% | 0.27% | -6.0% |
| Q4 2022 | $817,543 | -12.7% | 11,339 | -20.0% | 0.28% | -22.6% |
| Q3 2022 | $937,000 | -10.1% | 14,168 | -4.5% | 0.37% | -8.5% |
| Q2 2022 | $1,042,000 | -12.9% | 14,839 | -3.9% | 0.40% | -1.0% |
| Q1 2022 | $1,197,000 | -26.8% | 15,436 | -23.7% | 0.40% | -25.8% |
| Q4 2021 | $1,636,000 | -28.8% | 20,227 | -35.3% | 0.55% | -37.5% |
| Q3 2021 | $2,297,000 | +57325.0% | 31,247 | -42.5% | 0.87% | -54.0% |
| Q2 2021 | $4,000 | -100.0% | 54,375 | -68.5% | 1.90% | -37.3% |
| Q1 2021 | $11,929,000 | -74.0% | 172,411 | -74.5% | 3.02% | -72.7% |
| Q4 2020 | $45,828,000 | +129.7% | 675,135 | +115.7% | 11.06% | -5.8% |
| Q3 2020 | $19,952,000 | -0.2% | 313,064 | -5.0% | 11.74% | -9.9% |
| Q2 2020 | $19,990,000 | +28.3% | 329,700 | +14.3% | 13.03% | +11.3% |
| Q1 2020 | $15,578,000 | -16.3% | 288,423 | +1.7% | 11.70% | -0.6% |
| Q4 2019 | $18,607,000 | +11.3% | 283,639 | +8.8% | 11.78% | -3.2% |
| Q3 2019 | $16,711,000 | +13.7% | 260,708 | +9.5% | 12.16% | +9.4% |
| Q2 2019 | $14,692,000 | +25.5% | 238,002 | +19.5% | 11.11% | +10.0% |
| Q1 2019 | $11,710,000 | +27.2% | 199,148 | +13.4% | 10.10% | -4.0% |
| Q4 2018 | $9,206,000 | – | 175,684 | – | 10.53% | – |
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% |