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 | $128,931 | +2.4% | 1,735 | +0.2% | 0.06% | -15.4% |
| Q1 2023 | $125,889 | -8.4% | 1,731 | -9.2% | 0.06% | -15.6% |
| Q4 2022 | $137,483 | -26.1% | 1,907 | -32.2% | 0.08% | -33.0% |
| Q3 2022 | $186,000 | -5.6% | 2,811 | +0.4% | 0.12% | -3.4% |
| Q2 2022 | $197,000 | +9.4% | 2,801 | +20.8% | 0.12% | +12.3% |
| Q1 2022 | $180,000 | +7.8% | 2,318 | +12.0% | 0.11% | +7.1% |
| Q4 2021 | $167,000 | +9.9% | 2,069 | +0.4% | 0.10% | -8.3% |
| Q2 2021 | $152,000 | +7.0% | 2,061 | +0.1% | 0.11% | -9.2% |
| Q1 2021 | $142,000 | -62.8% | 2,058 | -63.4% | 0.12% | -62.2% |
| Q4 2020 | $382,000 | +84.5% | 5,630 | +73.4% | 0.32% | +52.9% |
| Q3 2020 | $207,000 | +2857.1% | 3,247 | +2651.7% | 0.21% | +2475.0% |
| Q2 2020 | $7,000 | +16.7% | 118 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $6,000 | -25.0% | 118 | 0.0% | 0.01% | -11.1% |
| Q3 2019 | $8,000 | +14.3% | 118 | 0.0% | 0.01% | +12.5% |
| Q2 2019 | $7,000 | 0.0% | 118 | 0.0% | 0.01% | +14.3% |
| Q1 2019 | $7,000 | +16.7% | 118 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $6,000 | -14.3% | 118 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $7,000 | +16.7% | 118 | 0.0% | 0.01% | +16.7% |
| Q2 2018 | $6,000 | 0.0% | 118 | 0.0% | 0.01% | +20.0% |
| Q1 2018 | $6,000 | 0.0% | 118 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $6,000 | 0.0% | 118 | 0.0% | 0.01% | -16.7% |
| Q3 2017 | $6,000 | 0.0% | 118 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $6,000 | 0.0% | 118 | 0.0% | 0.01% | -14.3% |
| Q1 2017 | $6,000 | – | 118 | – | 0.01% | – |
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% |