ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 959 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.03 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,290,479 | +0.8% | 17,829 | +3.5% | 0.34% | +19.0% |
| Q2 2023 | $1,280,276 | +5.1% | 17,224 | +2.9% | 0.28% | -4.4% |
| Q1 2023 | $1,217,939 | +105167.0% | 16,744 | +4.3% | 0.30% | +1.0% |
| Q4 2022 | $1,157 | -99.9% | 16,048 | +10.6% | 0.29% | +13.1% |
| Q3 2022 | $959,000 | +13.9% | 14,506 | +20.9% | 0.26% | +0.4% |
| Q2 2022 | $842,000 | -2.2% | 11,995 | +8.0% | 0.26% | +39.2% |
| Q1 2022 | $861,000 | +324.1% | 11,102 | +301.8% | 0.19% | +313.3% |
| Q3 2021 | $203,000 | +0.5% | 2,763 | +0.5% | 0.04% | +4.7% |
| Q2 2021 | $202,000 | +1.0% | 2,750 | -10.0% | 0.04% | -12.2% |
| Q4 2019 | $200,000 | – | 3,054 | – | 0.05% | – |
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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% |