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 | $12,943,813 | -57.4% | 178,831 | -15.2% | 4.18% | -26.1% |
| Q2 2023 | $30,371,884 | +1.3% | 210,785 | -0.7% | 5.66% | -12.2% |
| Q1 2023 | $29,994,660 | 0.0% | 212,259 | -1.2% | 6.44% | +35.8% |
| Q4 2022 | $29,994,660 | +119.2% | 214,731 | +3.7% | 4.74% | +4.8% |
| Q3 2022 | $13,685,000 | -3.5% | 207,043 | +2.5% | 4.52% | +4.8% |
| Q2 2022 | $14,178,000 | -10.7% | 201,935 | -1.3% | 4.32% | -8.3% |
| Q1 2022 | $15,868,000 | -0.7% | 204,493 | +3.5% | 4.71% | -2.0% |
| Q4 2021 | $15,981,000 | +51.8% | 197,525 | +38.0% | 4.81% | +44.5% |
| Q3 2021 | $10,525,000 | -17.8% | 143,178 | -17.7% | 3.32% | -13.6% |
| Q2 2021 | $12,808,000 | +13.8% | 174,034 | +7.0% | 3.85% | -1.0% |
| Q1 2021 | $11,255,000 | +2.5% | 162,605 | +0.5% | 3.89% | +9.6% |
| Q4 2020 | $10,981,000 | +15.0% | 161,822 | +8.0% | 3.55% | -4.4% |
| Q3 2020 | $9,547,000 | +5.8% | 149,822 | +0.5% | 3.71% | -4.2% |
| Q2 2020 | $9,023,000 | -7.5% | 149,132 | -17.3% | 3.87% | -22.0% |
| Q1 2020 | $9,759,000 | -21.8% | 180,354 | -5.2% | 4.96% | -7.4% |
| Q4 2019 | $12,477,000 | – | 190,201 | – | 5.36% | – |
Download | ||||||
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% |