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 | $287,659 | -2.6% | 3,974 | 0.0% | 0.11% | -2.7% |
| Q2 2023 | $295,409 | +2.3% | 3,974 | +0.1% | 0.11% | +1.9% |
| Q1 2023 | $288,760 | +26.6% | 3,970 | +25.4% | 0.11% | +17.4% |
| Q4 2022 | $228,160 | +9.2% | 3,165 | +0.2% | 0.09% | +3.4% |
| Q3 2022 | $209,000 | -5.4% | 3,159 | +0.2% | 0.09% | +2.3% |
| Q2 2022 | $221,000 | -9.4% | 3,153 | +0.1% | 0.09% | +2.4% |
| Q1 2022 | $244,000 | -3.9% | 3,150 | +0.1% | 0.08% | -1.2% |
| Q4 2021 | $254,000 | +10.0% | 3,146 | +0.1% | 0.09% | +22.9% |
| Q3 2021 | $231,000 | 0.0% | 3,142 | +0.1% | 0.07% | +7.7% |
| Q2 2021 | $231,000 | +6.5% | 3,138 | +0.1% | 0.06% | +3.2% |
| Q1 2021 | $217,000 | +2.4% | 3,134 | +0.1% | 0.06% | -7.4% |
| Q4 2020 | $212,000 | +6.5% | 3,130 | +0.2% | 0.07% | 0.0% |
| Q3 2020 | $199,000 | -2.5% | 3,125 | +0.6% | 0.07% | -4.2% |
| Q4 2019 | $204,000 | – | 3,107 | – | 0.07% | – |
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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% |