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. | 2,011,232 | $128,920,000 | 77.48% |
| Shelter Ins Retirement Plan | 1,717,600 | $110,098,000 | 56.20% |
| Legacy Financial Advisors, Inc. | 1,897,861 | $121,653,000 | 40.44% |
| Tolleson Wealth Management, Inc. | 1,034,068 | $66,284,000 | 36.12% |
| DOW CHEMICAL CO /DE/ | 2,024,319 | $129,759,000 | 28.94% |
| Financial Advisors, LLC | 697,153 | $44,688,000 | 27.39% |
| VisionPoint Advisory Group, LLC | 1,393,849 | $89,248,000 | 24.46% |
| Personal Wealth Partners | 732,333 | $46,943,000 | 21.67% |
| ARS Wealth Advisors, LLC | 1,038,753 | $66,584,000 | 21.17% |
| Sharkey, Howes & Javer | 704,274 | $45,144,000 | 19.46% |