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 | $14,800,930 | -6.8% | 204,489 | -4.3% | 1.81% | -4.4% |
| Q2 2023 | $15,880,253 | -2.1% | 213,645 | -4.2% | 1.90% | -5.5% |
| Q1 2023 | $16,214,430 | -0.3% | 222,909 | -1.2% | 2.01% | -5.6% |
| Q4 2022 | $16,260,390 | +8.1% | 225,526 | -0.9% | 2.13% | +1.9% |
| Q3 2022 | $15,040,000 | -7.1% | 227,537 | -1.3% | 2.09% | -4.8% |
| Q2 2022 | $16,187,000 | -10.6% | 230,545 | -1.2% | 2.19% | +1.5% |
| Q1 2022 | $18,101,000 | -5.7% | 233,353 | -1.6% | 2.16% | -0.2% |
| Q4 2021 | $19,192,000 | +5.5% | 237,228 | -4.2% | 2.17% | -2.6% |
| Q3 2021 | $18,191,000 | -9.6% | 247,502 | -9.4% | 2.22% | -11.4% |
| Q2 2021 | $20,113,000 | -2.9% | 273,232 | -8.8% | 2.51% | -8.6% |
| Q1 2021 | $20,721,000 | -13.0% | 299,481 | -14.6% | 2.75% | -16.4% |
| Q4 2020 | $23,808,000 | -10.5% | 350,738 | -16.0% | 3.28% | -18.1% |
| Q3 2020 | $26,609,000 | -4.7% | 417,523 | -9.3% | 4.01% | -12.5% |
| Q2 2020 | $27,911,000 | +8.3% | 460,353 | -3.5% | 4.58% | -3.2% |
| Q1 2020 | $25,764,000 | -20.4% | 477,014 | -3.3% | 4.73% | -10.5% |
| Q4 2019 | $32,366,000 | +7.9% | 493,387 | +5.5% | 5.28% | -1.5% |
| Q3 2019 | $29,984,000 | +5.2% | 467,771 | +1.3% | 5.36% | -7.3% |
| Q2 2019 | $28,503,000 | +5.1% | 461,737 | +0.1% | 5.78% | +1.2% |
| Q1 2019 | $27,114,000 | +10.6% | 461,128 | -1.4% | 5.71% | -5.4% |
| Q4 2018 | $24,505,000 | -11.0% | 467,645 | -3.1% | 6.04% | -14.9% |
| Q3 2018 | $27,525,000 | +6.9% | 482,549 | -0.4% | 7.10% | +0.7% |
| Q2 2018 | $25,751,000 | +2.7% | 484,405 | +0.3% | 7.05% | -2.2% |
| Q1 2018 | $25,074,000 | -1.3% | 482,835 | +0.3% | 7.21% | +3.6% |
| Q4 2017 | $25,396,000 | +6.0% | 481,161 | +1.1% | 6.96% | +0.7% |
| Q3 2017 | $23,955,000 | +3.9% | 475,874 | +1.0% | 6.91% | +0.4% |
| Q2 2017 | $23,057,000 | -1.4% | 471,231 | -3.9% | 6.88% | -0.1% |
| Q1 2017 | $23,390,000 | +0.7% | 490,141 | -4.6% | 6.89% | -3.3% |
| Q4 2016 | $23,222,000 | -1.4% | 513,524 | -1.0% | 7.12% | +0.5% |
| Q3 2016 | $23,560,000 | -2.3% | 518,591 | -0.6% | 7.08% | -6.2% |
| Q2 2016 | $24,116,000 | +2.3% | 521,883 | -2.7% | 7.55% | -1.2% |
| Q1 2016 | $23,570,000 | -12.5% | 536,535 | -16.7% | 7.65% | -8.4% |
| Q4 2015 | $26,929,000 | +11.0% | 643,935 | +5.1% | 8.34% | +12.3% |
| Q3 2015 | $24,265,000 | +437.3% | 612,915 | +447.2% | 7.43% | +547.8% |
| Q2 2015 | $4,516,000 | +579.1% | 112,014 | +595.5% | 1.15% | +635.3% |
| Q1 2015 | $665,000 | – | 16,106 | – | 0.16% | – |
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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% |