ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 693 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 2.04 and the average weighting 1.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $577,810 | -10.6% | 7,940 | -8.7% | 0.06% | -7.1% |
| Q2 2023 | $646,559 | -12.3% | 8,699 | -14.1% | 0.07% | -16.7% |
| Q1 2023 | $736,820 | -11.3% | 10,130 | -12.1% | 0.08% | -22.9% |
| Q4 2022 | $830,916 | +2.6% | 11,524 | -5.9% | 0.11% | -6.8% |
| Q3 2022 | $810,000 | -14.3% | 12,250 | -9.0% | 0.12% | -10.0% |
| Q2 2022 | $945,000 | -47.8% | 13,465 | -39.8% | 0.13% | -34.0% |
| Q4 2021 | $1,809,000 | +9.4% | 22,361 | -0.6% | 0.20% | -13.2% |
| Q3 2021 | $1,654,000 | -26.4% | 22,506 | -26.3% | 0.23% | -71.9% |
| Q2 2021 | $2,248,000 | +4.9% | 30,539 | -1.4% | 0.81% | -8.4% |
| Q1 2021 | $2,144,000 | -11.4% | 30,980 | -13.0% | 0.88% | -22.7% |
| Q4 2020 | $2,419,000 | +13.9% | 35,626 | +6.9% | 1.14% | 0.0% |
| Q3 2020 | $2,124,000 | +23.6% | 33,331 | +17.6% | 1.14% | +20.3% |
| Q2 2020 | $1,719,000 | +15.5% | 28,350 | +2.9% | 0.95% | -29.8% |
| Q1 2020 | $1,488,000 | -100.0% | 27,543 | -46.9% | 1.35% | -51.3% |
| Q4 2019 | $3,400,590,000 | +227668.9% | 51,839 | +20.6% | 2.77% | +28.8% |
| Q3 2019 | $1,493,000 | +38.2% | 42,991 | +145.5% | 2.15% | +642.1% |
| Q2 2019 | $1,080,000 | +5.9% | 17,510 | +0.9% | 0.29% | -74.9% |
| Q1 2019 | $1,020,000 | +24.7% | 17,361 | +11.2% | 1.16% | +0.3% |
| Q4 2018 | $818,000 | +28.2% | 15,617 | +40.2% | 1.15% | +423.6% |
| Q3 2018 | $638,000 | +130.3% | 11,141 | +114.9% | 0.22% | -48.7% |
| Q2 2018 | $277,000 | – | 5,185 | – | 0.43% | – |
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% |