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 | $341,000 | -91.7% | 4,392 | -91.4% | 0.16% | -91.6% |
| Q4 2021 | $4,129,000 | +1735.1% | 51,038 | +1564.6% | 1.90% | +1540.5% |
| Q3 2021 | $225,000 | -8.5% | 3,066 | -8.3% | 0.12% | -6.5% |
| Q2 2021 | $246,000 | -91.7% | 3,345 | -92.2% | 0.12% | -92.3% |
| Q1 2021 | $2,957,000 | +752.2% | 42,742 | +735.8% | 1.61% | +746.3% |
| Q4 2020 | $347,000 | +1.5% | 5,114 | -4.7% | 0.19% | -8.7% |
| Q3 2020 | $342,000 | -4.2% | 5,368 | -18.7% | 0.21% | -21.2% |
| Q1 2020 | $357,000 | -52.8% | 6,601 | -42.7% | 0.26% | -61.6% |
| Q4 2019 | $756,000 | – | 11,530 | – | 0.69% | – |
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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% |