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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $804,103 | +9.0% | 11,153 | -0.1% | 0.07% | 0.0% |
| Q3 2022 | $738,000 | -5.9% | 11,169 | 0.0% | 0.07% | -2.9% |
| Q2 2022 | $784,000 | -10.4% | 11,169 | -1.0% | 0.07% | 0.0% |
| Q1 2022 | $875,000 | -3.1% | 11,282 | +1.0% | 0.07% | 0.0% |
| Q4 2021 | $903,000 | +10.0% | 11,168 | +0.0% | 0.07% | +1.5% |
| Q3 2021 | $821,000 | -1.1% | 11,167 | -1.0% | 0.07% | -1.5% |
| Q2 2021 | $830,000 | +4.7% | 11,276 | -1.7% | 0.07% | -2.9% |
| Q1 2021 | $793,000 | -49.7% | 11,468 | -50.2% | 0.07% | -1.4% |
| Q4 2020 | $1,576,000 | +105.7% | 23,009 | +91.4% | 0.07% | -7.8% |
| Q3 2020 | $766,000 | +3.7% | 12,022 | -1.3% | 0.08% | -2.5% |
| Q2 2020 | $739,000 | +9.6% | 12,185 | -2.4% | 0.08% | -9.2% |
| Q1 2020 | $674,000 | -6.9% | 12,482 | +13.2% | 0.09% | +8.8% |
| Q4 2019 | $724,000 | +2.4% | 11,031 | 0.0% | 0.08% | -5.9% |
| Q3 2019 | $707,000 | +3.8% | 11,031 | 0.0% | 0.08% | +4.9% |
| Q2 2019 | $681,000 | +4.9% | 11,031 | 0.0% | 0.08% | +8.0% |
| Q1 2019 | $649,000 | +12.3% | 11,031 | 0.0% | 0.08% | 0.0% |
| Q4 2018 | $578,000 | -8.1% | 11,031 | 0.0% | 0.08% | 0.0% |
| Q3 2018 | $629,000 | +7.3% | 11,031 | 0.0% | 0.08% | +2.7% |
| Q2 2018 | $586,000 | +2.3% | 11,031 | 0.0% | 0.07% | +2.8% |
| Q1 2018 | $573,000 | -14.7% | 11,031 | -13.3% | 0.07% | -11.2% |
| Q4 2017 | $672,000 | +2.1% | 12,728 | -2.6% | 0.08% | -2.4% |
| Q3 2017 | $658,000 | +1.4% | 13,068 | -1.5% | 0.08% | -1.2% |
| Q2 2017 | $649,000 | +2.5% | 13,273 | 0.0% | 0.08% | +1.2% |
| Q1 2017 | $633,000 | +5.5% | 13,273 | 0.0% | 0.08% | -11.8% |
| Q4 2016 | $600,000 | -8.5% | 13,273 | -8.1% | 0.09% | -6.1% |
| Q3 2016 | $656,000 | -4.5% | 14,447 | -2.9% | 0.10% | -7.5% |
| Q2 2016 | $687,000 | -4.5% | 14,877 | -9.1% | 0.11% | -7.8% |
| Q1 2016 | $719,000 | – | 16,360 | – | 0.12% | – |
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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% |