ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 873 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 6.31 and the average weighting 2.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $516,000 | -11.6% | 7,014 | -23.5% | 0.15% | -63.6% |
| Q3 2020 | $584,000 | +5.0% | 9,170 | 0.0% | 0.42% | -5.6% |
| Q2 2020 | $556,000 | +12.3% | 9,170 | 0.0% | 0.44% | -26.3% |
| Q1 2020 | $495,000 | -90.6% | 9,170 | -88.6% | 0.60% | -90.0% |
| Q4 2019 | $5,283,000 | -25.9% | 80,536 | -27.6% | 6.00% | -30.7% |
| Q3 2019 | $7,126,000 | +3.5% | 111,220 | -0.3% | 8.65% | +13.3% |
| Q2 2019 | $6,885,000 | +50.1% | 111,534 | +43.0% | 7.64% | +79.0% |
| Q1 2019 | $4,587,000 | +41.0% | 78,003 | +25.6% | 4.26% | +5.5% |
| Q4 2018 | $3,254,000 | – | 62,103 | – | 4.04% | – |
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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% |