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 | $2,279,799 | -2.6% | 31,498 | 0.0% | 0.58% | +5.1% |
| Q2 2023 | $2,341,219 | -0.1% | 31,498 | -2.2% | 0.55% | -4.9% |
| Q1 2023 | $2,342,527 | +0.6% | 32,204 | -0.3% | 0.58% | -1.5% |
| Q4 2022 | $2,328,916 | +6.4% | 32,301 | -2.4% | 0.58% | +4.5% |
| Q3 2022 | $2,188,000 | -3.4% | 33,096 | +2.6% | 0.56% | -1.2% |
| Q2 2022 | $2,264,000 | -9.5% | 32,248 | +0.0% | 0.57% | -4.2% |
| Q1 2022 | $2,501,000 | -4.1% | 32,245 | +0.0% | 0.59% | -4.2% |
| Q4 2021 | $2,608,000 | +10.0% | 32,243 | +0.0% | 0.62% | -0.8% |
| Q3 2021 | $2,370,000 | -1.7% | 32,241 | -1.5% | 0.62% | -5.2% |
| Q2 2021 | $2,410,000 | +4.1% | 32,744 | +3432.3% | 0.66% | -4.9% |
| Q1 2021 | $2,315,000 | -0.7% | 927 | -97.3% | 0.69% | -11.4% |
| Q4 2020 | $2,332,000 | +4.2% | 34,351 | -2.2% | 0.78% | -4.4% |
| Q3 2020 | $2,238,000 | +3.5% | 35,120 | -1.6% | 0.82% | -1.7% |
| Q2 2020 | $2,163,000 | +2.4% | 35,673 | -8.8% | 0.83% | -12.3% |
| Q1 2020 | $2,112,000 | -27.5% | 39,097 | -12.0% | 0.95% | -23.6% |
| Q4 2019 | $2,915,000 | – | 44,436 | – | 1.24% | – |
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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% |