ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 959 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.03 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $223,219 | -2.6% | 3,084 | 0.0% | 0.12% | -19.5% |
| Q2 2023 | $229,234 | +2.2% | 3,084 | 0.0% | 0.15% | -2.6% |
| Q1 2023 | $224,330 | +0.9% | 3,084 | 0.0% | 0.15% | +15.9% |
| Q4 2022 | $222,357 | +9.0% | 3,084 | 0.0% | 0.13% | +17.9% |
| Q3 2022 | $204,000 | -9.7% | 3,084 | -4.3% | 0.11% | -3.4% |
| Q2 2022 | $226,000 | -9.6% | 3,223 | 0.0% | 0.12% | +12.6% |
| Q1 2022 | $250,000 | -31.9% | 3,223 | -28.9% | 0.10% | -30.9% |
| Q4 2021 | $367,000 | +10.2% | 4,533 | 0.0% | 0.15% | +4.9% |
| Q3 2021 | $333,000 | -0.3% | 4,533 | 0.0% | 0.14% | -0.7% |
| Q2 2021 | $334,000 | +21.5% | 4,533 | -12.3% | 0.14% | -21.4% |
| Q2 2018 | $275,000 | -97.0% | 5,168 | -97.1% | 0.18% | -97.1% |
| Q1 2018 | $9,113,000 | +1.1% | 175,294 | +4.0% | 6.34% | +0.2% |
| Q4 2017 | $9,014,000 | – | 168,547 | – | 6.32% | – |
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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% |