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 | $586,000 | -64.6% | 7,963 | -66.7% | 0.14% | -72.4% |
| Q1 2021 | $1,654,000 | -83.5% | 23,911 | -83.8% | 0.50% | -88.0% |
| Q4 2020 | $10,009,000 | +8.2% | 147,448 | +1.6% | 4.14% | -11.3% |
| Q3 2020 | $9,250,000 | +9.4% | 145,143 | +4.0% | 4.66% | +2.6% |
| Q2 2020 | $8,458,000 | +26.1% | 139,498 | +12.3% | 4.55% | +13.9% |
| Q1 2020 | $6,707,000 | -11.2% | 124,179 | +7.8% | 3.99% | -15.2% |
| Q4 2019 | $7,554,000 | – | 115,152 | – | 4.71% | – |
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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% |