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 | $318,757 | +17.6% | 4,403 | +20.8% | 0.00% | – |
| Q2 2023 | $271,038 | -5.4% | 3,646 | -7.4% | 0.00% | – |
| Q1 2023 | $286,571 | -25.4% | 3,939 | -17.0% | 0.00% | – |
| Q4 2021 | $384,000 | +91.0% | 4,744 | +73.5% | 0.00% | – |
| Q3 2021 | $201,000 | -3.4% | 2,735 | -3.0% | 0.00% | – |
| Q2 2021 | $208,000 | +2.0% | 2,821 | -4.4% | 0.00% | – |
| Q1 2021 | $204,000 | -3.3% | 2,950 | -5.1% | 0.00% | – |
| Q4 2020 | $211,000 | -7.0% | 3,109 | -16.8% | 0.00% | – |
| Q2 2020 | $227,000 | +4.6% | 3,736 | -7.2% | 0.00% | – |
| Q1 2020 | $217,000 | -24.1% | 4,026 | -7.6% | 0.00% | – |
| Q4 2019 | $286,000 | +39.5% | 4,359 | +21.4% | 0.00% | – |
| Q3 2018 | $205,000 | – | 3,592 | – | 0.00% | – |
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% |