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 | $92,161 | -2.6% | 1,273 | 0.0% | 0.04% | -2.6% |
| Q2 2023 | $94,644 | +91787.4% | 1,273 | -10.2% | 0.04% | -17.0% |
| Q1 2023 | $103 | 0.0% | 1,417 | -0.4% | 0.05% | -6.0% |
| Q4 2022 | $103 | -99.8% | 1,422 | +73.0% | 0.05% | +16.3% |
| Q3 2022 | $54,000 | -49.1% | 822 | -45.7% | 0.04% | -2.3% |
| Q2 2022 | $106,000 | -16.5% | 1,514 | -7.2% | 0.04% | -10.2% |
| Q1 2022 | $127,000 | -19.6% | 1,632 | -16.4% | 0.05% | -29.0% |
| Q4 2021 | $158,000 | -16.0% | 1,953 | -23.8% | 0.07% | -19.8% |
| Q3 2021 | $188,000 | -8.7% | 2,564 | -8.2% | 0.09% | -13.1% |
| Q2 2021 | $206,000 | -12.7% | 2,794 | -18.2% | 0.10% | -7.5% |
| Q1 2021 | $236,000 | -43.8% | 3,417 | -44.8% | 0.11% | -44.6% |
| Q4 2020 | $420,000 | -65.2% | 6,195 | -67.3% | 0.19% | -71.5% |
| Q3 2020 | $1,207,000 | +3.3% | 18,932 | -1.7% | 0.68% | -6.5% |
| Q2 2020 | $1,168,000 | -3.8% | 19,268 | +4.2% | 0.72% | -8.2% |
| Q4 2019 | $1,214,000 | – | 18,499 | – | 0.79% | – |
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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% |