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 | $2,778,513 | -3.8% | 38,388 | -1.2% | 1.61% | +4.1% |
| Q2 2023 | $2,887,789 | +1.8% | 38,851 | -0.4% | 1.55% | -0.4% |
| Q1 2023 | $2,836,822 | -1.2% | 38,999 | -2.0% | 1.56% | -5.5% |
| Q4 2022 | $2,870,394 | +2.3% | 39,811 | -6.2% | 1.65% | +7.0% |
| Q3 2022 | $2,805,000 | -7.5% | 42,443 | -1.8% | 1.54% | -3.1% |
| Q2 2022 | $3,034,000 | -11.9% | 43,214 | -2.7% | 1.59% | +0.1% |
| Q1 2022 | $3,444,000 | -5.6% | 44,399 | -1.6% | 1.59% | -2.5% |
| Q4 2021 | $3,650,000 | +14.0% | 45,120 | +3.5% | 1.63% | +6.0% |
| Q3 2021 | $3,203,000 | -7.7% | 43,585 | -7.6% | 1.54% | -5.4% |
| Q2 2021 | $3,471,000 | -2.3% | 47,148 | -8.2% | 1.62% | -13.4% |
| Q1 2021 | $3,553,000 | -53.3% | 51,348 | -54.2% | 1.88% | -51.1% |
| Q4 2020 | $7,611,000 | +8.5% | 112,120 | +1.9% | 3.83% | -1.1% |
| Q3 2020 | $7,014,000 | +0.9% | 110,052 | -4.0% | 3.88% | +8.2% |
| Q2 2020 | $6,948,000 | -6.5% | 114,592 | -16.7% | 3.58% | -23.0% |
| Q1 2020 | $7,429,000 | -13.7% | 137,550 | +4.9% | 4.65% | +13.4% |
| Q4 2019 | $8,604,000 | +32.2% | 131,165 | +29.2% | 4.10% | -15.4% |
| Q3 2019 | $6,506,000 | – | 101,501 | – | 4.85% | – |
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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% |