ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 960 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.09 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $23,639,690 | -3.5% | 326,605 | -0.9% | 0.35% | -2.5% |
| Q2 2023 | $24,501,592 | +2.6% | 329,633 | +0.4% | 0.36% | -4.0% |
| Q1 2023 | $23,885,765 | +15.2% | 328,372 | +14.2% | 0.38% | +8.0% |
| Q4 2022 | $20,729,885 | +18.4% | 287,516 | +8.6% | 0.35% | +5.8% |
| Q3 2022 | $17,507,000 | +187.1% | 264,860 | +204.9% | 0.33% | +183.6% |
| Q2 2022 | $6,098,000 | -4.9% | 86,856 | +5.0% | 0.12% | +7.4% |
| Q1 2022 | $6,415,000 | -1.9% | 82,695 | +2.3% | 0.11% | +2.9% |
| Q4 2021 | $6,541,000 | +17.3% | 80,854 | +6.6% | 0.10% | -1.9% |
| Q3 2021 | $5,575,000 | +34.7% | 75,851 | +34.9% | 0.11% | +30.5% |
| Q2 2021 | $4,139,000 | +4.7% | 56,224 | -1.6% | 0.08% | -6.8% |
| Q1 2021 | $3,954,000 | -0.6% | 57,154 | -2.5% | 0.09% | -11.1% |
| Q4 2020 | $3,979,000 | – | 58,615 | – | 0.10% | – |
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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% |