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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $51,680 | +2.6% | 695 | +0.3% | 0.01% | -20.0% |
| Q1 2023 | $50,379 | +1.3% | 693 | +0.6% | 0.01% | 0.0% |
| Q4 2022 | $49,711 | +10.5% | 689 | +0.4% | 0.01% | 0.0% |
| Q3 2022 | $45,000 | -6.2% | 686 | +0.4% | 0.01% | 0.0% |
| Q2 2022 | $48,000 | -9.4% | 683 | +0.3% | 0.01% | 0.0% |
| Q1 2022 | $53,000 | -3.6% | 681 | +0.4% | 0.01% | -9.1% |
| Q4 2021 | $55,000 | +10.0% | 678 | +0.3% | 0.01% | 0.0% |
| Q3 2021 | $50,000 | -16.7% | 676 | -17.4% | 0.01% | -21.4% |
| Q2 2021 | $60,000 | +22.4% | 818 | +16.2% | 0.01% | +7.7% |
| Q1 2021 | $49,000 | +2.1% | 704 | +0.3% | 0.01% | -7.1% |
| Q4 2020 | $48,000 | +71.4% | 702 | +57.4% | 0.01% | +55.6% |
| Q3 2020 | $28,000 | +3.7% | 446 | +0.7% | 0.01% | -10.0% |
| Q2 2020 | $27,000 | -6.9% | 443 | +0.9% | 0.01% | 0.0% |
| Q1 2020 | $29,000 | 0.0% | 439 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $29,000 | +3.6% | 439 | +0.9% | 0.01% | -9.1% |
| Q3 2019 | $28,000 | – | 435 | – | 0.01% | – |
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% |