ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,014 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.24 and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $607,000 | +10.4% | 7,505 | +0.2% | 0.28% | +6.4% |
| Q3 2021 | $550,000 | 0.0% | 7,488 | +0.3% | 0.26% | 0.0% |
| Q2 2021 | $550,000 | -88.3% | 7,467 | -89.0% | 0.26% | -87.8% |
| Q1 2021 | $4,691,000 | +2.0% | 67,795 | +0.0% | 2.16% | -2.1% |
| Q4 2020 | $4,601,000 | -1.0% | 67,774 | -7.0% | 2.21% | +9.7% |
| Q3 2020 | $4,646,000 | +2.8% | 72,894 | -2.2% | 2.01% | +3.1% |
| Q2 2020 | $4,518,000 | +15.8% | 74,517 | +3.2% | 1.95% | +1.0% |
| Q1 2020 | $3,901,000 | -21.4% | 72,228 | +0.1% | 1.93% | -6.1% |
| Q4 2019 | $4,965,000 | +8.2% | 72,181 | +0.9% | 2.06% | +3.4% |
| Q3 2019 | $4,587,000 | +17.9% | 71,560 | +13.5% | 1.99% | +16.0% |
| Q2 2019 | $3,891,000 | +72.9% | 63,029 | +64.7% | 1.71% | +61.1% |
| Q1 2019 | $2,250,000 | +388.1% | 38,272 | +334.8% | 1.06% | +356.7% |
| Q4 2018 | $461,000 | +45.9% | 8,803 | +57.5% | 0.23% | +55.3% |
| Q3 2018 | $316,000 | +7.1% | 5,588 | +0.7% | 0.15% | +4.2% |
| Q2 2018 | $295,000 | +1.7% | 5,547 | -0.8% | 0.14% | -3.4% |
| Q1 2018 | $290,000 | -19.7% | 5,592 | -18.3% | 0.15% | -19.9% |
| Q4 2017 | $361,000 | +4.6% | 6,846 | +0.0% | 0.19% | -2.6% |
| Q3 2017 | $345,000 | +3.9% | 6,845 | +0.8% | 0.19% | -9.9% |
| Q2 2017 | $332,000 | +3.1% | 6,788 | +0.5% | 0.21% | -2.3% |
| Q1 2017 | $322,000 | +5.9% | 6,755 | +0.3% | 0.22% | -9.6% |
| Q4 2016 | $304,000 | 0.0% | 6,732 | +0.5% | 0.24% | -5.1% |
| Q3 2016 | $304,000 | -1.3% | 6,696 | +0.4% | 0.25% | -5.2% |
| Q2 2016 | $308,000 | +5.5% | 6,668 | +0.4% | 0.27% | +0.8% |
| Q1 2016 | $292,000 | +5.4% | 6,641 | +0.4% | 0.26% | -0.7% |
| Q4 2015 | $277,000 | +6.5% | 6,616 | +0.9% | 0.27% | +1.9% |
| Q3 2015 | $260,000 | +13.0% | 6,558 | +15.1% | 0.26% | +18.0% |
| Q2 2015 | $230,000 | – | 5,698 | – | 0.22% | – |
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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% |