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 | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $1,107,000 | -5.1% | 18,262 | -15.4% | 0.50% | -8.6% |
| Q1 2020 | $1,166,000 | -21.6% | 21,593 | -4.8% | 0.55% | +2.2% |
| Q4 2019 | $1,488,000 | +21.7% | 22,689 | +17.0% | 0.54% | +10.7% |
| Q3 2019 | $1,223,000 | +34.1% | 19,385 | +1.4% | 0.48% | -11.5% |
| Q1 2017 | $912,000 | +48.5% | 19,120 | +40.9% | 0.55% | +33.7% |
| Q4 2016 | $614,000 | -2.7% | 13,573 | -2.3% | 0.41% | -13.0% |
| Q3 2016 | $631,000 | +27.5% | 13,899 | +29.8% | 0.47% | +16.9% |
| Q2 2016 | $495,000 | +80.7% | 10,704 | +71.4% | 0.40% | +91.0% |
| Q1 2016 | $274,000 | – | 6,246 | – | 0.21% | – |
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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% |