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 | $3,619,579 | +28.5% | 50,008 | +31.9% | 0.26% | +38.0% |
| Q2 2023 | $2,817,702 | +78147.8% | 37,908 | -23.4% | 0.19% | -25.0% |
| Q1 2023 | $3,601 | +3.9% | 49,508 | +3.0% | 0.26% | +7.6% |
| Q4 2022 | $3,467 | -99.9% | 48,089 | -33.2% | 0.24% | -34.3% |
| Q3 2022 | $4,758,000 | -5.7% | 71,989 | +0.1% | 0.36% | -0.5% |
| Q2 2022 | $5,047,000 | -2.6% | 71,889 | +7.6% | 0.36% | +9.6% |
| Q1 2022 | $5,183,000 | -27.9% | 66,815 | -24.8% | 0.33% | -24.2% |
| Q4 2021 | $7,185,000 | +41.4% | 88,815 | +28.5% | 0.44% | +31.5% |
| Q3 2021 | $5,080,000 | +17.7% | 69,115 | +17.9% | 0.33% | +20.2% |
| Q2 2021 | $4,315,000 | -17.0% | 58,615 | -22.0% | 0.28% | -22.4% |
| Q1 2021 | $5,197,000 | +9.0% | 75,115 | +7.0% | 0.36% | +5.9% |
| Q4 2020 | $4,766,000 | +44.9% | 70,215 | +36.0% | 0.34% | +27.7% |
| Q3 2020 | $3,289,000 | +53.2% | 51,615 | +45.7% | 0.26% | +39.7% |
| Q2 2020 | $2,147,000 | +49.4% | 35,415 | +33.1% | 0.19% | +44.3% |
| Q1 2020 | $1,437,000 | +51.3% | 26,602 | +83.6% | 0.13% | +81.9% |
| Q4 2019 | $950,000 | – | 14,489 | – | 0.07% | – |
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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% |