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 | $2,208,531 | -3.6% | 30,513 | -1.0% | 1.50% | -2.0% |
| Q2 2023 | $2,289,885 | +101357.0% | 30,807 | -0.7% | 1.53% | -3.7% |
| Q1 2023 | $2,257 | +1.1% | 31,034 | +0.3% | 1.59% | +2.2% |
| Q4 2022 | $2,232 | -99.9% | 30,956 | -0.9% | 1.55% | +8.1% |
| Q3 2022 | $2,064,000 | -6.7% | 31,222 | -0.9% | 1.44% | -1.2% |
| Q2 2022 | $2,213,000 | -10.8% | 31,516 | -1.4% | 1.46% | -0.8% |
| Q1 2022 | $2,480,000 | -4.8% | 31,969 | -0.7% | 1.47% | -9.2% |
| Q4 2021 | $2,605,000 | -70.7% | 32,195 | -73.4% | 1.62% | -69.2% |
| Q3 2021 | $8,880,000 | +219.0% | 120,823 | +219.5% | 5.25% | +214.7% |
| Q2 2021 | $2,784,000 | +33.8% | 37,817 | +25.7% | 1.67% | +8.9% |
| Q1 2021 | $2,081,000 | -10.8% | 30,079 | -13.2% | 1.53% | -12.0% |
| Q4 2020 | $2,332,000 | -30.5% | 34,654 | -34.2% | 1.74% | -35.4% |
| Q3 2020 | $3,357,000 | -22.0% | 52,677 | -25.8% | 2.69% | -27.0% |
| Q2 2020 | $4,304,000 | -8.0% | 70,982 | -18.0% | 3.69% | -17.1% |
| Q1 2020 | $4,676,000 | -30.7% | 86,571 | -15.8% | 4.45% | -13.5% |
| Q4 2019 | $6,747,000 | -38.3% | 102,856 | -39.7% | 5.14% | -40.2% |
| Q3 2019 | $10,937,000 | +5.1% | 170,619 | +1.2% | 8.59% | -3.8% |
| Q2 2019 | $10,407,000 | +89.1% | 168,593 | +80.1% | 8.93% | +89.6% |
| Q1 2019 | $5,503,000 | +16.1% | 93,593 | +3.5% | 4.71% | +6.2% |
| Q4 2018 | $4,740,000 | -9.9% | 90,467 | -1.9% | 4.44% | +2.2% |
| Q3 2018 | $5,258,000 | +10.6% | 92,176 | +3.1% | 4.34% | +6.0% |
| Q2 2018 | $4,753,000 | +7.8% | 89,416 | +5.3% | 4.10% | +9.3% |
| Q1 2018 | $4,409,000 | +3.8% | 84,908 | +5.6% | 3.75% | +0.3% |
| Q4 2017 | $4,246,000 | +6.5% | 80,440 | +1.5% | 3.74% | +4.2% |
| Q3 2017 | $3,988,000 | +8.3% | 79,223 | +5.3% | 3.59% | +5.0% |
| Q2 2017 | $3,683,000 | +9.1% | 75,267 | +6.4% | 3.42% | +9.2% |
| Q1 2017 | $3,376,000 | +10.5% | 70,753 | +4.7% | 3.13% | +12.1% |
| Q4 2016 | $3,056,000 | +46.9% | 67,570 | +47.6% | 2.79% | +53.9% |
| Q3 2016 | $2,080,000 | +17.6% | 45,781 | +19.6% | 1.82% | +19.0% |
| Q2 2016 | $1,769,000 | +214.2% | 38,291 | +184.3% | 1.53% | +195.7% |
| Q1 2016 | $563,000 | 0.0% | 13,470 | 0.0% | 0.52% | +1.4% |
| Q4 2015 | $563,000 | – | 13,470 | – | 0.51% | – |
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% |