ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,113 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.08 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,099,161 | +2.6% | 15,186 | +5.4% | 0.02% | +5.3% |
| Q2 2023 | $1,071,169 | +2.2% | 14,411 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $1,048,255 | -3.4% | 14,411 | -4.3% | 0.02% | -9.5% |
| Q4 2022 | $1,085,176 | +9.1% | 15,051 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $995,000 | -1.7% | 15,051 | +4.4% | 0.02% | +5.0% |
| Q2 2022 | $1,012,000 | -9.5% | 14,411 | 0.0% | 0.02% | +5.3% |
| Q1 2022 | $1,118,000 | -4.1% | 14,411 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $1,166,000 | +10.1% | 14,411 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $1,059,000 | -0.2% | 14,411 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $1,061,000 | +6.4% | 14,411 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $997,000 | +1.9% | 14,411 | 0.0% | 0.02% | -9.5% |
| Q4 2020 | $978,000 | +34.0% | 14,411 | +25.7% | 0.02% | +23.5% |
| Q3 2020 | $730,000 | +5.0% | 11,462 | 0.0% | 0.02% | -10.5% |
| Q2 2020 | $695,000 | +12.3% | 11,462 | 0.0% | 0.02% | -5.0% |
| Q1 2020 | $619,000 | -17.7% | 11,462 | 0.0% | 0.02% | 0.0% |
| Q4 2019 | $752,000 | +2.3% | 11,462 | 0.0% | 0.02% | -4.8% |
| Q3 2019 | $735,000 | +4.0% | 11,462 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $707,000 | +4.9% | 11,462 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $674,000 | +12.1% | 11,462 | 0.0% | 0.02% | 0.0% |
| Q4 2018 | $601,000 | -8.1% | 11,462 | 0.0% | 0.02% | +5.0% |
| Q3 2018 | $654,000 | +7.4% | 11,462 | 0.0% | 0.02% | 0.0% |
| Q2 2018 | $609,000 | +2.4% | 11,462 | 0.0% | 0.02% | 0.0% |
| Q1 2018 | $595,000 | -1.7% | 11,462 | 0.0% | 0.02% | -4.8% |
| Q4 2017 | $605,000 | +4.9% | 11,462 | 0.0% | 0.02% | 0.0% |
| Q3 2017 | $577,000 | -62.8% | 11,462 | -66.4% | 0.02% | -68.7% |
| Q3 2016 | $1,549,000 | -8.9% | 34,095 | -7.3% | 0.07% | -10.7% |
| Q2 2016 | $1,700,000 | – | 36,787 | – | 0.08% | – |
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% |