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% | – |
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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% |