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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $4,062,000 | -6.8% | 52,366 | -3.7% | 1.30% | -4.5% |
| Q4 2021 | $4,359,000 | +4.7% | 54,352 | -4.1% | 1.37% | -1.6% |
| Q3 2021 | $4,165,000 | -3.6% | 56,677 | -3.5% | 1.39% | +2.0% |
| Q2 2021 | $4,322,000 | -22.3% | 58,716 | -26.9% | 1.36% | -27.2% |
| Q1 2021 | $5,559,000 | -27.6% | 80,336 | -29.0% | 1.87% | -33.5% |
| Q4 2020 | $7,678,000 | +6.2% | 113,103 | -0.3% | 2.81% | -10.7% |
| Q3 2020 | $7,232,000 | +3.6% | 113,482 | -1.4% | 3.15% | -4.6% |
| Q2 2020 | $6,981,000 | +6.3% | 115,137 | -5.3% | 3.30% | -13.7% |
| Q1 2020 | $6,565,000 | – | 121,535 | – | 3.82% | – |
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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% |