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 | $3,782 | +13.1% | 52,251 | +16.2% | 0.43% | +18.8% |
| Q2 2023 | $3,344 | -23.0% | 44,980 | -24.6% | 0.36% | -28.9% |
| Q1 2023 | $4,342 | +27.5% | 59,675 | +26.3% | 0.51% | +41.1% |
| Q4 2022 | $3,405 | -99.9% | 47,234 | +23.3% | 0.36% | +30.4% |
| Q3 2022 | $2,532,000 | +1.0% | 38,309 | +7.3% | 0.28% | -17.9% |
| Q2 2022 | $2,507,000 | -52.5% | 35,713 | -47.5% | 0.34% | -27.6% |
| Q1 2022 | $5,280,000 | +41.9% | 68,078 | +48.0% | 0.46% | +53.1% |
| Q4 2021 | $3,720,000 | -48.1% | 45,990 | -52.9% | 0.30% | -48.7% |
| Q3 2021 | $7,174,000 | +85.0% | 97,604 | +85.3% | 0.59% | +20.6% |
| Q2 2021 | $3,878,000 | +8.5% | 52,675 | +0.1% | 0.49% | -14.5% |
| Q4 2020 | $3,575,000 | -0.6% | 52,616 | -6.8% | 0.57% | -47.3% |
| Q3 2020 | $3,598,000 | +39.9% | 56,456 | +18.6% | 1.09% | -40.1% |
| Q1 2020 | $2,571,000 | -55.2% | 47,611 | -45.5% | 1.82% | -41.1% |
| Q4 2019 | $5,733,000 | +1074.8% | 87,396 | +1048.0% | 3.08% | +2702.7% |
| Q3 2019 | $488,000 | +68.3% | 7,613 | +62.0% | 0.11% | -85.5% |
| Q2 2019 | $290,000 | – | 4,700 | – | 0.76% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stuart Chaussee & Associates, Inc. | 2,011,232 | $128,920,000 | 77.48% |
| Shelter Ins Retirement Plan | 1,717,600 | $110,098,000 | 56.20% |
| Legacy Financial Advisors, Inc. | 1,897,861 | $121,653,000 | 40.44% |
| Tolleson Wealth Management, Inc. | 1,034,068 | $66,284,000 | 36.12% |
| DOW CHEMICAL CO /DE/ | 2,024,319 | $129,759,000 | 28.94% |
| Financial Advisors, LLC | 697,153 | $44,688,000 | 27.39% |
| VisionPoint Advisory Group, LLC | 1,393,849 | $89,248,000 | 24.46% |
| Personal Wealth Partners | 732,333 | $46,943,000 | 21.67% |
| ARS Wealth Advisors, LLC | 1,038,753 | $66,584,000 | 21.17% |
| Sharkey, Howes & Javer | 704,274 | $45,144,000 | 19.46% |