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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $679 | -4.1% | 9,377 | -1.5% | 0.28% | -45.3% |
| Q2 2023 | $708 | -9.6% | 9,519 | -11.5% | 0.52% | +46.0% |
| Q1 2023 | $783 | -17.8% | 10,761 | -18.5% | 0.35% | -11.3% |
| Q4 2022 | $952 | -99.9% | 13,205 | -0.9% | 0.40% | -3.9% |
| Q3 2022 | $881,000 | -6.4% | 13,328 | -0.5% | 0.42% | -0.7% |
| Q2 2022 | $941,000 | -8.7% | 13,396 | +0.7% | 0.42% | -2.1% |
| Q1 2022 | $1,031,000 | -6.0% | 13,297 | -1.9% | 0.43% | +8.4% |
| Q4 2021 | $1,097,000 | +8.9% | 13,555 | -1.1% | 0.39% | -7.7% |
| Q3 2021 | $1,007,000 | -1.9% | 13,707 | -1.6% | 0.43% | -21.7% |
| Q2 2021 | $1,026,000 | +0.6% | 13,933 | -5.5% | 0.54% | +12.6% |
| Q1 2021 | $1,020,000 | -28.1% | 14,737 | -29.5% | 0.48% | -34.2% |
| Q4 2020 | $1,418,000 | +7.3% | 20,893 | +0.8% | 0.74% | -1.5% |
| Q3 2020 | $1,321,000 | +5.0% | 20,730 | -0.1% | 0.75% | -0.9% |
| Q2 2020 | $1,258,000 | +19.8% | 20,745 | +6.7% | 0.75% | +2.4% |
| Q1 2020 | $1,050,000 | +12.5% | 19,435 | +36.6% | 0.74% | +18.3% |
| Q4 2019 | $933,000 | – | 14,224 | – | 0.62% | – |
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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% |