ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 893 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.26 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,615,598 | -2.9% | 77,585 | -0.2% | 0.41% | +0.5% |
| Q2 2023 | $5,780,395 | +5.1% | 77,767 | +2.8% | 0.41% | +5.1% |
| Q1 2023 | $5,502,471 | +5.3% | 75,646 | +4.4% | 0.39% | -2.5% |
| Q4 2022 | $5,223,299 | +10.5% | 72,445 | +1.3% | 0.40% | +2.0% |
| Q3 2022 | $4,725,000 | -9.5% | 71,485 | -3.9% | 0.39% | -5.3% |
| Q2 2022 | $5,221,000 | -28.6% | 74,357 | -21.1% | 0.42% | -15.1% |
| Q1 2022 | $7,311,000 | -34.3% | 94,249 | -31.4% | 0.49% | -32.3% |
| Q4 2021 | $11,123,000 | +17.6% | 137,489 | +7.0% | 0.72% | -2.7% |
| Q2 2021 | $9,455,000 | +7.9% | 128,447 | +1.4% | 0.74% | -12.0% |
| Q1 2021 | $8,764,000 | -4.1% | 126,671 | -5.9% | 0.84% | -11.1% |
| Q4 2020 | $9,136,000 | +13.0% | 134,596 | +6.1% | 0.95% | +53.5% |
| Q3 2020 | $8,082,000 | -1.6% | 126,823 | -6.4% | 0.62% | -49.9% |
| Q2 2020 | $8,215,000 | -12.1% | 135,502 | -4.9% | 1.24% | +4.7% |
| Q4 2019 | $9,349,000 | – | 142,520 | – | 1.18% | – |
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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% |