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 2020 | $319,000 | +18.1% | 4,705 | +11.0% | 0.22% | +9.8% |
| Q3 2020 | $270,000 | +2.3% | 4,239 | -2.7% | 0.20% | -6.4% |
| Q2 2020 | $264,000 | -19.8% | 4,357 | -28.4% | 0.22% | -32.7% |
| Q1 2020 | $329,000 | -44.2% | 6,083 | -32.4% | 0.32% | -34.8% |
| Q4 2019 | $590,000 | +12.8% | 8,995 | +10.3% | 0.50% | +8.8% |
| Q3 2019 | $523,000 | +63.4% | 8,155 | +57.4% | 0.46% | +59.2% |
| Q2 2019 | $320,000 | +25.5% | 5,180 | +19.6% | 0.29% | +28.1% |
| Q1 2019 | $255,000 | – | 4,331 | – | 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% |