ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,014 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.24 and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $262,522 | -9.3% | 3,627 | -6.9% | 0.01% | -7.1% |
| Q2 2023 | $289,515 | -13.4% | 3,895 | -15.2% | 0.01% | -17.6% |
| Q1 2023 | $334,240 | -2.4% | 4,595 | -3.2% | 0.02% | -5.6% |
| Q4 2022 | $342,331 | -5.4% | 4,748 | -13.4% | 0.02% | -14.3% |
| Q3 2022 | $362,000 | -26.0% | 5,483 | -21.2% | 0.02% | -16.0% |
| Q2 2022 | $489,000 | +123.3% | 6,961 | +120.4% | 0.02% | +150.0% |
| Q1 2021 | $219,000 | -22.3% | 3,159 | -24.0% | 0.01% | -28.6% |
| Q4 2020 | $282,000 | +16.5% | 4,159 | +9.5% | 0.01% | +7.7% |
| Q3 2020 | $242,000 | -85.9% | 3,798 | -86.6% | 0.01% | -86.0% |
| Q2 2020 | $1,721,000 | +8.9% | 28,388 | -3.0% | 0.09% | -3.1% |
| Q1 2020 | $1,580,000 | -36.0% | 29,253 | -22.2% | 0.10% | -18.6% |
| Q4 2019 | $2,467,000 | +111.4% | 37,604 | +106.6% | 0.12% | +100.0% |
| Q3 2019 | $1,167,000 | – | 18,203 | – | 0.06% | – |
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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% |