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 | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $213,000 | -23.1% | 3,517 | -16.6% | 0.05% | -20.7% |
| Q4 2019 | $277,000 | -4.5% | 4,217 | -6.6% | 0.06% | -14.7% |
| Q3 2019 | $290,000 | +10.7% | 4,517 | +6.6% | 0.07% | +6.2% |
| Q2 2019 | $262,000 | +5.2% | 4,239 | 0.0% | 0.06% | 0.0% |
| Q1 2019 | $249,000 | +10.2% | 4,239 | 0.0% | 0.06% | 0.0% |
| Q4 2018 | $226,000 | -49.8% | 4,239 | -48.1% | 0.06% | +4.9% |
| Q3 2018 | $450,000 | +100.9% | 8,160 | +94.1% | 0.06% | -3.2% |
| Q2 2018 | $224,000 | +2.8% | 4,205 | 0.0% | 0.06% | -3.1% |
| Q1 2018 | $218,000 | -4.0% | 4,205 | -2.3% | 0.06% | -3.0% |
| Q4 2017 | $227,000 | +6.6% | 4,305 | +1.8% | 0.07% | -5.6% |
| Q3 2017 | $213,000 | +2.9% | 4,230 | 0.0% | 0.07% | -2.7% |
| Q2 2017 | $207,000 | 0.0% | 4,230 | -2.3% | 0.07% | -1.4% |
| Q1 2017 | $207,000 | – | 4,330 | – | 0.07% | – |
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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% |