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 | $228,287 | -6.2% | 3,154 | -3.7% | 0.20% | -3.8% |
| Q2 2023 | $243,505 | -60.5% | 3,276 | -61.3% | 0.21% | -45.7% |
| Q1 2023 | $616,253 | +6.3% | 8,472 | +5.3% | 0.39% | +2.4% |
| Q4 2022 | $580,000 | +7.4% | 8,044 | -1.6% | 0.38% | -3.6% |
| Q3 2022 | $540,000 | -22.1% | 8,172 | -17.3% | 0.39% | -15.9% |
| Q2 2022 | $693,000 | +56.4% | 9,876 | +73.0% | 0.47% | +84.9% |
| Q1 2022 | $443,000 | +41.5% | 5,710 | +47.5% | 0.25% | +48.2% |
| Q4 2021 | $313,000 | +20.4% | 3,870 | +9.4% | 0.17% | +9.7% |
| Q3 2021 | $260,000 | -15.6% | 3,537 | -15.6% | 0.16% | -17.1% |
| Q2 2021 | $308,000 | -22.6% | 4,191 | -27.1% | 0.19% | -28.6% |
| Q1 2021 | $398,000 | -23.9% | 5,751 | -25.3% | 0.26% | -30.1% |
| Q4 2020 | $523,000 | +4.8% | 7,702 | -1.6% | 0.38% | -5.8% |
| Q3 2020 | $499,000 | +1.6% | 7,826 | -3.3% | 0.40% | -7.9% |
| Q2 2020 | $491,000 | +6.5% | 8,097 | -5.1% | 0.43% | -7.3% |
| Q1 2020 | $461,000 | +46.8% | 8,531 | +78.1% | 0.47% | +67.0% |
| Q4 2019 | $314,000 | +44.0% | 4,790 | +16.2% | 0.28% | +3.0% |
| Q4 2017 | $218,000 | – | 4,121 | – | 0.27% | – |
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% |