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 | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $345,000 | +6.5% | 5,082 | 0.0% | 0.04% | -4.3% |
| Q3 2020 | $324,000 | +5.2% | 5,082 | 0.0% | 0.05% | +2.2% |
| Q2 2020 | $308,000 | +12.4% | 5,082 | 0.0% | 0.04% | -8.2% |
| Q1 2020 | $274,000 | -17.7% | 5,082 | 0.0% | 0.05% | +4.3% |
| Q4 2019 | $333,000 | +2.1% | 5,082 | 0.0% | 0.05% | -4.1% |
| Q3 2019 | $326,000 | +3.8% | 5,082 | 0.0% | 0.05% | -16.9% |
| Q2 2019 | $314,000 | +5.0% | 5,082 | 0.0% | 0.06% | 0.0% |
| Q1 2019 | $299,000 | +12.4% | 5,082 | 0.0% | 0.06% | -1.7% |
| Q4 2018 | $266,000 | -8.3% | 5,082 | 0.0% | 0.06% | +5.3% |
| Q3 2018 | $290,000 | +7.4% | 5,082 | 0.0% | 0.06% | 0.0% |
| Q2 2018 | $270,000 | +2.3% | 5,082 | 0.0% | 0.06% | -1.7% |
| Q1 2018 | $264,000 | -1.5% | 5,082 | 0.0% | 0.06% | +1.8% |
| Q4 2017 | $268,000 | +4.7% | 5,082 | 0.0% | 0.06% | -1.7% |
| Q3 2017 | $256,000 | +2.8% | 5,082 | 0.0% | 0.06% | -1.7% |
| Q2 2017 | $249,000 | +2.5% | 5,082 | 0.0% | 0.06% | 0.0% |
| Q1 2017 | $243,000 | +5.7% | 5,082 | 0.0% | 0.06% | 0.0% |
| Q4 2016 | $230,000 | -0.4% | 5,082 | 0.0% | 0.06% | -4.8% |
| Q3 2016 | $231,000 | -1.7% | 5,082 | 0.0% | 0.06% | -7.5% |
| Q2 2016 | $235,000 | – | 5,082 | – | 0.07% | – |
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% |