ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,113 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.08 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,222,217 | -20.9% | 72,150 | -18.7% | 1.00% | -19.9% |
| Q2 2023 | $6,600,430 | +14.4% | 88,799 | +12.0% | 1.25% | +1.0% |
| Q1 2023 | $5,767,846 | +31.3% | 79,294 | +30.1% | 1.24% | +22.6% |
| Q4 2022 | $4,394,314 | -11.6% | 60,947 | -19.0% | 1.01% | -6.8% |
| Q3 2022 | $4,971,000 | +66.2% | 75,200 | +76.5% | 1.08% | +49.6% |
| Q2 2022 | $2,991,000 | -7.2% | 42,606 | +2.5% | 0.72% | -1.9% |
| Q1 2022 | $3,224,000 | -27.7% | 41,563 | -24.6% | 0.74% | -26.8% |
| Q4 2021 | $4,462,000 | +1032.5% | 55,153 | +930.3% | 1.01% | +860.0% |
| Q2 2021 | $394,000 | -79.8% | 5,353 | -81.0% | 0.10% | -82.7% |
| Q1 2021 | $1,946,000 | -55.9% | 28,129 | -56.8% | 0.61% | -58.8% |
| Q4 2020 | $4,416,000 | -46.4% | 65,050 | -49.7% | 1.47% | -53.0% |
| Q3 2020 | $8,245,000 | -34.1% | 129,377 | -37.3% | 3.13% | -43.2% |
| Q2 2020 | $12,502,000 | -62.9% | 206,196 | -67.0% | 5.52% | -68.6% |
| Q1 2020 | $33,710,000 | -26.9% | 624,142 | -11.2% | 17.58% | -9.9% |
| Q4 2019 | $46,095,000 | +2.1% | 702,667 | -0.2% | 19.50% | +0.2% |
| Q3 2019 | $45,144,000 | +261.8% | 704,274 | +248.5% | 19.46% | +243.9% |
| Q2 2019 | $12,476,000 | +8.2% | 202,112 | +3.1% | 5.66% | +5.2% |
| Q1 2019 | $11,530,000 | +391.1% | 196,084 | +337.6% | 5.38% | +251.7% |
| Q4 2018 | $2,348,000 | +524.5% | 44,812 | +580.1% | 1.53% | +676.1% |
| Q3 2018 | $376,000 | +15.0% | 6,589 | +7.1% | 0.20% | +8.8% |
| Q2 2018 | $327,000 | +32600.0% | 6,151 | +61410.0% | 0.18% | +18000.0% |
| Q1 2018 | $1,000 | – | 10 | – | 0.00% | – |
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% |