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 | $246,707 | -21.4% | 3,409 | -19.3% | 0.08% | -22.6% |
| Q2 2023 | $313,858 | -18.0% | 4,223 | -19.8% | 0.11% | -14.5% |
| Q1 2023 | $382,976 | +0.9% | 5,265 | 0.0% | 0.12% | -3.9% |
| Q4 2022 | $379,607 | +3.7% | 5,265 | -4.8% | 0.13% | -9.2% |
| Q3 2022 | $366,000 | -6.9% | 5,532 | 0.0% | 0.14% | -4.1% |
| Q2 2022 | $393,000 | -6.2% | 5,532 | +2.5% | 0.15% | +0.7% |
| Q1 2022 | $419,000 | +55.2% | 5,398 | +61.8% | 0.15% | +53.1% |
| Q4 2021 | $270,000 | +16.4% | 3,336 | +5.8% | 0.10% | +4.3% |
| Q3 2021 | $232,000 | +427.3% | 3,153 | +428.1% | 0.09% | +300.0% |
| Q2 2021 | $44,000 | +37.5% | 597 | +28.9% | 0.02% | +27.8% |
| Q1 2021 | $32,000 | -22.0% | 463 | -22.4% | 0.02% | -30.8% |
| Q4 2020 | $41,000 | +105.0% | 597 | +88.3% | 0.03% | +73.3% |
| Q3 2020 | $20,000 | +53.8% | 317 | +49.5% | 0.02% | +50.0% |
| Q2 2020 | $13,000 | – | 212 | – | 0.01% | – |
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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% |