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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $294,876 | -2.6% | 4,074 | 0.0% | 0.22% | +3.8% |
| Q2 2023 | $302,820 | +2.2% | 4,074 | 0.0% | 0.21% | -6.7% |
| Q1 2023 | $296,343 | +0.9% | 4,074 | 0.0% | 0.22% | -5.5% |
| Q4 2022 | $293,735 | +9.2% | 4,074 | 0.0% | 0.24% | +2.6% |
| Q3 2022 | $269,000 | -8.2% | 4,074 | 0.0% | 0.23% | +4.1% |
| Q2 2022 | $293,000 | -3.6% | 4,074 | 0.0% | 0.22% | +4.2% |
| Q1 2022 | $304,000 | -7.9% | 4,074 | 0.0% | 0.21% | -68.2% |
| Q4 2021 | $330,000 | +4.4% | 4,074 | 0.0% | 0.67% | +250.5% |
| Q3 2021 | $316,000 | +5.3% | 4,074 | 0.0% | 0.19% | +2.7% |
| Q2 2021 | $300,000 | +6.4% | 4,074 | 0.0% | 0.18% | -0.5% |
| Q1 2021 | $282,000 | +1.8% | 4,074 | 0.0% | 0.19% | +9.4% |
| Q4 2020 | $277,000 | – | 4,074 | – | 0.17% | – |
Download | ||||||
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% |