ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 760 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 0.92 and the average weighting 2.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $309,000 | -0.3% | 4,209 | +0.1% | 0.06% | -1.6% |
| Q2 2021 | $310,000 | +1.0% | 4,206 | -5.3% | 0.06% | -11.4% |
| Q1 2021 | $307,000 | +7.7% | 4,442 | +5.7% | 0.07% | +7.7% |
| Q4 2020 | $285,000 | +22.3% | 4,202 | +17.1% | 0.06% | +1.6% |
| Q3 2020 | $233,000 | +2.2% | 3,587 | 0.0% | 0.06% | -9.9% |
| Q2 2020 | $228,000 | +9.1% | 3,587 | 0.0% | 0.07% | -12.3% |
| Q1 2020 | $209,000 | -14.0% | 3,587 | 0.0% | 0.08% | 0.0% |
| Q4 2019 | $243,000 | +6.6% | 3,587 | 0.0% | 0.08% | -5.8% |
| Q3 2019 | $228,000 | +0.9% | 3,587 | 0.0% | 0.09% | -7.5% |
| Q2 2019 | $226,000 | +7.1% | 3,587 | 0.0% | 0.09% | 0.0% |
| Q1 2019 | $211,000 | – | 3,587 | – | 0.09% | – |
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% |