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 | $823,663 | +233.5% | 11,380 | +257.0% | 0.54% | +119.0% |
| Q1 2022 | $247,000 | -10.2% | 3,188 | -6.5% | 0.25% | +31.2% |
| Q4 2021 | $275,000 | -98.8% | 3,411 | -99.0% | 0.19% | -99.3% |
| Q4 2019 | $22,943,000 | +118.3% | 349,738 | +113.3% | 26.56% | +130.5% |
| Q3 2019 | $10,509,000 | +19.7% | 163,944 | +15.3% | 11.52% | +10.0% |
| Q2 2019 | $8,779,000 | +15.6% | 142,216 | +10.1% | 10.47% | +8.4% |
| Q1 2019 | $7,595,000 | – | 129,163 | – | 9.66% | – |
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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% |