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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $588,099 | -84.6% | 130,153 | +164.7% | 0.27% | -91.0% |
| Q1 2022 | $3,813,729 | -6.8% | 49,165 | -2.8% | 3.06% | +21.8% |
| Q4 2021 | $4,093,318 | -25.8% | 50,597 | -32.5% | 2.51% | -23.8% |
| Q3 2021 | $5,513,517 | +7.3% | 75,014 | +7.4% | 3.30% | -6.1% |
| Q2 2021 | $5,139,041 | -40.4% | 69,814 | -44.0% | 3.51% | -48.1% |
| Q1 2021 | $8,620,259 | +10.5% | 124,588 | +8.4% | 6.76% | +3.6% |
| Q4 2020 | $7,801,411 | +33.7% | 114,929 | +25.5% | 6.53% | +18.1% |
| Q3 2020 | $5,835,945 | +44.8% | 91,573 | +37.7% | 5.53% | -31.8% |
| Q2 2020 | $4,031,139 | +1703.1% | 66,488 | +1506.4% | 8.10% | +2448.1% |
| Q1 2020 | $223,567 | -46.2% | 4,139 | -34.7% | 0.32% | -15.2% |
| Q4 2019 | $415,491 | – | 6,334 | – | 0.38% | – |
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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% |