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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $4,806,000 | -6.5% | 61,962 | -2.4% | 3.05% | -13.4% |
| Q4 2021 | $5,138,000 | +11.1% | 63,513 | +0.9% | 3.52% | +0.0% |
| Q3 2021 | $4,625,000 | -1.2% | 62,928 | -1.0% | 3.52% | -3.0% |
| Q2 2021 | $4,679,000 | -2.5% | 63,562 | -8.4% | 3.63% | -15.8% |
| Q1 2021 | $4,799,000 | -2.9% | 69,353 | -4.7% | 4.31% | -7.9% |
| Q4 2020 | $4,940,000 | – | 72,782 | – | 4.68% | – |
Download | ||||||
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% |