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 | $1,918,626 | -2.6% | 26,508 | 0.0% | 0.92% | +1.8% |
| Q2 2023 | $1,970,316 | +2.1% | 26,508 | -0.1% | 0.91% | -0.9% |
| Q1 2023 | $1,930,000 | -3.5% | 26,533 | -4.3% | 0.91% | -7.8% |
| Q4 2022 | $1,999,893 | +9.1% | 27,738 | +0.0% | 0.99% | +10.1% |
| Q3 2022 | $1,833,000 | -7.2% | 27,736 | -1.5% | 0.90% | -5.1% |
| Q2 2022 | $1,976,000 | -9.5% | 28,151 | +0.0% | 0.95% | +7.7% |
| Q1 2022 | $2,183,000 | -8.4% | 28,148 | -4.5% | 0.88% | +15.2% |
| Q4 2021 | $2,384,000 | +8.2% | 29,473 | -1.7% | 0.76% | +1.3% |
| Q3 2021 | $2,204,000 | -3.0% | 29,990 | -2.9% | 0.75% | +1.5% |
| Q2 2021 | $2,273,000 | +7.8% | 30,874 | +1.3% | 0.74% | -6.5% |
| Q1 2021 | $2,108,000 | +11.8% | 30,473 | +9.7% | 0.80% | -18.3% |
| Q4 2020 | $1,886,000 | +6.6% | 27,777 | +0.0% | 0.97% | -2.0% |
| Q3 2020 | $1,770,000 | +7.5% | 27,769 | +2.2% | 0.99% | -4.2% |
| Q2 2020 | $1,647,000 | +19.6% | 27,164 | +6.5% | 1.04% | +0.8% |
| Q1 2020 | $1,377,000 | +83.4% | 25,498 | +122.7% | 1.03% | +69.5% |
| Q4 2019 | $751,000 | -0.3% | 11,448 | -2.6% | 0.61% | +6.5% |
| Q3 2019 | $753,000 | +3.9% | 11,748 | 0.0% | 0.57% | +1.6% |
| Q2 2019 | $725,000 | +4.5% | 11,748 | -0.5% | 0.56% | 0.0% |
| Q1 2019 | $694,000 | +156.1% | 11,805 | +128.6% | 0.56% | +82.7% |
| Q4 2018 | $271,000 | – | 5,163 | – | 0.31% | – |
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% |