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 | ||||
---|---|---|---|---|---|---|
Q1 2021 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
Q4 2020 | $8,110,000 | +8.8% | 119,473 | +2.1% | 5.76% | +4.6% |
Q3 2020 | $7,456,000 | +4.5% | 117,002 | -0.6% | 5.51% | -3.3% |
Q2 2020 | $7,133,000 | +12.4% | 117,661 | +0.1% | 5.70% | -16.8% |
Q1 2020 | $6,345,000 | -14.0% | 117,496 | +4.4% | 6.85% | +30.9% |
Q4 2019 | $7,380,000 | – | 112,501 | – | 5.23% | – |
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% |