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 | $485 | -2.6% | 6,706 | 0.0% | 0.16% | -1.2% |
| Q2 2023 | $498 | +2.0% | 6,706 | 0.0% | 0.16% | -3.6% |
| Q1 2023 | $488 | +0.8% | 6,706 | 0.0% | 0.17% | 0.0% |
| Q4 2022 | $484 | -99.9% | 6,706 | -5.6% | 0.17% | -7.1% |
| Q3 2022 | $470,000 | +4.4% | 7,106 | +10.8% | 0.18% | +7.7% |
| Q2 2022 | $450,000 | -5.1% | 6,411 | +4.9% | 0.17% | +5.6% |
| Q1 2022 | $474,000 | -4.0% | 6,111 | 0.0% | 0.16% | -1.8% |
| Q4 2021 | $494,000 | +10.0% | 6,111 | 0.0% | 0.16% | +1.9% |
| Q3 2021 | $449,000 | -0.2% | 6,111 | 0.0% | 0.16% | -1.8% |
| Q2 2021 | $450,000 | +6.4% | 6,111 | 0.0% | 0.16% | 0.0% |
| Q1 2021 | $423,000 | +4.4% | 6,111 | +2.5% | 0.16% | -3.6% |
| Q4 2020 | $405,000 | +1.0% | 5,961 | -5.2% | 0.17% | -10.6% |
| Q3 2020 | $401,000 | +0.5% | 6,286 | -4.6% | 0.19% | -5.0% |
| Q2 2020 | $399,000 | +12.1% | 6,586 | 0.0% | 0.20% | -1.5% |
| Q1 2020 | $356,000 | -20.9% | 6,586 | -4.0% | 0.20% | -8.2% |
| Q4 2019 | $450,000 | +3.4% | 6,861 | +1.2% | 0.22% | -2.2% |
| Q3 2019 | $435,000 | +19.8% | 6,781 | +15.2% | 0.22% | +16.0% |
| Q2 2019 | $363,000 | +11.0% | 5,886 | +5.8% | 0.19% | +10.2% |
| Q1 2019 | $327,000 | -54.0% | 5,561 | -59.0% | 0.18% | -59.9% |
| Q4 2018 | $711,000 | +223.2% | 13,561 | +250.8% | 0.44% | +211.3% |
| Q3 2018 | $220,000 | +7.3% | 3,866 | 0.0% | 0.14% | -2.8% |
| Q2 2018 | $205,000 | +2.5% | 3,866 | 0.0% | 0.14% | -3.3% |
| Q1 2018 | $200,000 | -2.0% | 3,866 | 0.0% | 0.15% | -4.5% |
| Q4 2017 | $204,000 | – | 3,866 | – | 0.16% | – |
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% |