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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $277,357 | +23.3% | 3,847 | +13.0% | 0.16% | -3.0% |
| Q3 2022 | $225,000 | -5.1% | 3,404 | +1.0% | 0.17% | +5.6% |
| Q2 2022 | $237,000 | -11.9% | 3,371 | -2.7% | 0.16% | -2.4% |
| Q1 2022 | $269,000 | -3.6% | 3,463 | +0.3% | 0.16% | -1.2% |
| Q4 2021 | $279,000 | +10.3% | 3,453 | +0.3% | 0.17% | +3.1% |
| Q3 2021 | $253,000 | 0.0% | 3,444 | +0.3% | 0.16% | -0.6% |
| Q2 2021 | $253,000 | +6.8% | 3,434 | +0.2% | 0.16% | -1.8% |
| Q1 2021 | $237,000 | -3.7% | 3,426 | -5.4% | 0.16% | -8.3% |
| Q4 2020 | $246,000 | +7.0% | 3,621 | +0.4% | 0.18% | -4.8% |
| Q3 2020 | $230,000 | +3.1% | 3,608 | -1.8% | 0.19% | -8.3% |
| Q2 2020 | $223,000 | -4.7% | 3,673 | +3.1% | 0.21% | -6.4% |
| Q4 2019 | $234,000 | +78.6% | 3,563 | +59.2% | 0.22% | +88.0% |
| Q1 2019 | $131,000 | +12.0% | 2,238 | +0.3% | 0.12% | -2.5% |
| Q4 2018 | $117,000 | -7.1% | 2,232 | +0.7% | 0.12% | +5.3% |
| Q3 2018 | $126,000 | +7.7% | 2,217 | +0.4% | 0.11% | 0.0% |
| Q2 2018 | $117,000 | +1.7% | 2,209 | 0.0% | 0.11% | -0.9% |
| Q1 2018 | $115,000 | -0.9% | 2,209 | +0.3% | 0.12% | +4.5% |
| Q4 2017 | $116,000 | – | 2,202 | – | 0.11% | – |
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% |