ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 873 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 6.31 and the average weighting 2.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,832,158 | -4.6% | 25,313 | -2.0% | 0.17% | -1.1% |
| Q2 2023 | $1,919,724 | -25.7% | 25,827 | -27.3% | 0.18% | -26.8% |
| Q1 2023 | $2,584,222 | -11.0% | 35,527 | -11.8% | 0.24% | -2.4% |
| Q4 2022 | $2,905,199 | +6.6% | 40,294 | -2.3% | 0.24% | -9.9% |
| Q3 2022 | $2,726,000 | -7.2% | 41,244 | -1.4% | 0.27% | +6.7% |
| Q2 2022 | $2,938,000 | -9.3% | 41,842 | +0.2% | 0.26% | +2.0% |
| Q1 2022 | $3,239,000 | -5.4% | 41,754 | -1.3% | 0.25% | +1.2% |
| Q4 2021 | $3,423,000 | +11.0% | 42,308 | +0.8% | 0.25% | +2.5% |
| Q3 2021 | $3,084,000 | -93.0% | 41,958 | -93.0% | 0.24% | -92.8% |
| Q2 2021 | $44,197,000 | +10.2% | 600,418 | +3.6% | 3.33% | +4.6% |
| Q1 2021 | $40,103,000 | +4.7% | 579,600 | +2.7% | 3.18% | -0.9% |
| Q4 2020 | $38,303,000 | +11.4% | 564,280 | +4.6% | 3.21% | -3.0% |
| Q3 2020 | $34,377,000 | +12.6% | 539,420 | +7.1% | 3.31% | +9.8% |
| Q2 2020 | $30,532,000 | +3307.6% | 503,581 | +2936.9% | 3.01% | +2715.9% |
| Q1 2020 | $896,000 | – | 16,582 | – | 0.11% | – |
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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% |