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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $216,000 | -94.3% | 3,021 | -93.7% | 0.06% | -92.2% |
| Q1 2022 | $3,761,000 | +104.4% | 47,976 | +66.2% | 0.84% | +28.5% |
| Q3 2020 | $1,840,000 | +13.3% | 28,875 | +9.2% | 0.65% | +1.1% |
| Q2 2020 | $1,624,000 | -17.9% | 26,441 | -23.0% | 0.64% | -36.8% |
| Q1 2020 | $1,978,000 | +572.8% | 34,336 | +640.0% | 1.02% | +653.3% |
| Q3 2019 | $294,000 | +3.5% | 4,640 | +0.8% | 0.14% | +6.3% |
| Q2 2019 | $284,000 | +12.7% | 4,605 | +7.3% | 0.13% | +7.6% |
| Q1 2019 | $252,000 | – | 4,291 | – | 0.12% | – |
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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% |