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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $447,135 | -8.8% | 6,074 | -10.3% | 0.22% | -13.9% |
| Q4 2022 | $490,094 | +7.0% | 6,773 | -2.2% | 0.26% | +32.1% |
| Q3 2022 | $458,000 | -13.6% | 6,923 | -8.3% | 0.20% | +3.7% |
| Q2 2022 | $530,000 | +25.0% | 7,548 | +38.1% | 0.19% | +22.7% |
| Q1 2022 | $424,000 | +28.5% | 5,464 | +34.0% | 0.15% | +14.1% |
| Q4 2021 | $330,000 | +65.0% | 4,077 | +49.8% | 0.14% | +27.4% |
| Q3 2021 | $200,000 | +284.6% | 2,721 | +284.9% | 0.11% | +158.5% |
| Q2 2021 | $52,000 | +6.1% | 707 | 0.0% | 0.04% | -8.9% |
| Q1 2021 | $49,000 | +2.1% | 707 | 0.0% | 0.04% | +45.2% |
| Q4 2020 | $48,000 | +6.7% | 707 | 0.0% | 0.03% | -11.4% |
| Q3 2020 | $45,000 | -8.2% | 707 | -12.8% | 0.04% | -14.6% |
| Q2 2020 | $49,000 | -12.5% | 811 | -4.7% | 0.04% | -39.7% |
| Q4 2019 | $56,000 | – | 851 | – | 0.07% | – |
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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% |