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 2020 | $129,563,000 | +238.6% | 2,033 | +240.5% | 0.00% | – |
| Q3 2019 | $38,268,000 | +19.0% | 597 | +14.6% | 0.00% | – |
| Q2 2019 | $32,161,000 | +27.2% | 521 | +21.2% | 0.00% | – |
| Q1 2019 | $25,284,000 | +12.2% | 430 | 0.0% | 0.00% | – |
| Q4 2018 | $22,532,000 | -53.0% | 430 | -48.9% | 0.00% | – |
| Q3 2018 | $47,971,000 | +310.2% | 841 | +282.3% | 0.00% | – |
| Q2 2018 | $11,695,000 | +2.4% | 220 | 0.0% | 0.00% | – |
| Q1 2018 | $11,425,000 | -1.6% | 220 | 0.0% | 0.00% | – |
| Q4 2017 | $11,612,000 | +4.8% | 220 | 0.0% | 0.00% | – |
| Q3 2017 | $11,075,000 | +2.9% | 220 | 0.0% | 0.00% | – |
| Q2 2017 | $10,765,000 | – | 220 | – | 0.00% | – |
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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% |