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 2022 | $5,942,363 | +111.1% | 89,900 | +124.2% | 0.25% | +117.2% |
| Q2 2022 | $2,814,957 | -14.9% | 40,093 | -6.0% | 0.12% | +2.7% |
| Q1 2022 | $3,306,849 | -1.9% | 42,631 | +2.3% | 0.11% | -0.9% |
| Q4 2021 | $3,369,741 | +15.1% | 41,653 | +4.6% | 0.11% | +3.6% |
| Q3 2021 | $2,926,601 | -1.2% | 39,818 | -1.0% | 0.11% | -4.3% |
| Q2 2021 | $2,961,984 | +3.7% | 40,239 | -2.5% | 0.12% | -8.0% |
| Q1 2021 | $2,855,920 | +5.4% | 41,276 | +3.4% | 0.12% | -10.1% |
| Q4 2020 | $2,709,575 | +3.7% | 39,917 | -2.6% | 0.14% | -7.9% |
| Q3 2020 | $2,612,392 | +19.5% | 40,992 | +13.7% | 0.15% | +5.6% |
| Q2 2020 | $2,186,076 | +51.2% | 36,056 | +34.7% | 0.14% | +19.2% |
| Q1 2020 | $1,445,826 | -63.2% | 26,770 | -55.3% | 0.12% | -57.1% |
| Q4 2019 | $3,930,425 | -30.5% | 59,915 | -32.1% | 0.28% | -39.5% |
| Q3 2019 | $5,655,209 | +9.8% | 88,225 | +5.7% | 0.46% | +6.7% |
| Q2 2019 | $5,150,341 | -44.9% | 83,433 | -47.5% | 0.43% | -50.7% |
| Q1 2019 | $9,348,055 | +59.4% | 158,981 | +42.1% | 0.88% | +21.7% |
| Q4 2018 | $5,863,193 | +55.3% | 111,893 | +69.0% | 0.72% | +66.8% |
| Q3 2018 | $3,776,447 | +746.9% | 66,207 | +689.3% | 0.43% | +611.5% |
| Q2 2018 | $445,906 | +11.4% | 8,388 | +8.9% | 0.06% | +1.7% |
| Q1 2018 | $400,121 | -6.3% | 7,705 | -4.7% | 0.06% | -10.4% |
| Q4 2017 | $426,937 | – | 8,089 | – | 0.07% | – |
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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% |