ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,014 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.24 and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $215,000 | -8.5% | 2,652 | -17.0% | 0.04% | -17.4% |
| Q3 2021 | $235,000 | -10.3% | 3,195 | -10.2% | 0.05% | -11.5% |
| Q2 2021 | $262,000 | -33.3% | 3,557 | -37.4% | 0.05% | -38.8% |
| Q1 2021 | $393,000 | -18.5% | 5,681 | -20.0% | 0.08% | -25.4% |
| Q4 2020 | $482,000 | -11.7% | 7,097 | -17.1% | 0.11% | -20.3% |
| Q3 2020 | $546,000 | +2.8% | 8,566 | -2.2% | 0.14% | -7.1% |
| Q2 2020 | $531,000 | -25.2% | 8,761 | -33.4% | 0.15% | -36.4% |
| Q1 2020 | $710,000 | -88.0% | 13,151 | -85.4% | 0.24% | -85.2% |
| Q4 2019 | $5,899,000 | – | 89,921 | – | 1.63% | – |
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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% |