ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 893 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.03 and the average weighting 1.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $19,154,000 | +9.9% | 282,168 | -0.2% | 7.66% | -7.2% |
| Q3 2020 | $17,430,000 | +9.1% | 282,675 | +7.3% | 8.25% | -12.5% |
| Q2 2020 | $15,973,000 | +15.6% | 263,535 | +3.0% | 9.43% | +16.2% |
| Q1 2020 | $13,820,000 | -17.5% | 255,792 | +0.1% | 8.12% | +0.8% |
| Q4 2019 | $16,755,000 | +3.8% | 255,563 | +1.5% | 8.05% | -3.0% |
| Q3 2019 | $16,135,000 | – | 251,856 | – | 8.30% | – |
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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% |