ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,113 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.08 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,079,424 | +4.7% | 14,522 | +2.4% | 0.04% | -8.9% |
| Q1 2023 | $1,031,405 | +23.2% | 14,179 | +22.2% | 0.04% | +9.8% |
| Q4 2022 | $836,899 | -84.4% | 11,607 | -85.7% | 0.04% | -86.3% |
| Q3 2022 | $5,380,000 | -0.3% | 81,386 | +5.9% | 0.30% | -2.6% |
| Q2 2022 | $5,398,000 | +93.6% | 76,887 | +113.9% | 0.31% | +94.9% |
| Q1 2022 | $2,788,000 | +13.7% | 35,943 | +18.5% | 0.16% | +14.5% |
| Q4 2021 | $2,453,000 | +49.6% | 30,325 | +36.0% | 0.14% | +24.3% |
| Q3 2021 | $1,640,000 | +5.2% | 22,301 | +6.4% | 0.11% | 0.0% |
| Q2 2021 | $1,559,000 | +84.5% | 20,963 | +71.7% | 0.11% | +48.0% |
| Q1 2021 | $845,000 | -10.4% | 12,209 | -12.1% | 0.08% | -29.2% |
| Q4 2020 | $943,000 | +12.3% | 13,888 | +5.4% | 0.11% | -6.2% |
| Q3 2020 | $840,000 | +36.1% | 13,175 | +29.5% | 0.11% | +18.9% |
| Q2 2020 | $617,000 | +36.8% | 10,173 | +21.8% | 0.10% | +8.0% |
| Q1 2020 | $451,000 | -63.6% | 8,355 | -41.7% | 0.09% | -65.4% |
| Q4 2019 | $1,239,000 | -37.9% | 14,329 | -54.0% | 0.25% | -21.4% |
| Q3 2019 | $1,995,000 | +11.9% | 31,128 | +7.7% | 0.32% | +5.9% |
| Q2 2019 | $1,783,000 | +122.9% | 28,890 | +112.2% | 0.30% | +113.3% |
| Q1 2019 | $800,000 | – | 13,613 | – | 0.14% | – |
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% |