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 2022 | $343,000 | -6.0% | 5,196 | 0.0% | 0.02% | -38.5% |
| Q2 2022 | $365,000 | -9.2% | 5,196 | +0.3% | 0.03% | +4.0% |
| Q1 2022 | $402,000 | -3.6% | 5,178 | +0.3% | 0.02% | -62.7% |
| Q4 2021 | $417,000 | +10.6% | 5,161 | +0.7% | 0.07% | +4.7% |
| Q3 2021 | $377,000 | 0.0% | 5,124 | 0.0% | 0.06% | +1.6% |
| Q2 2021 | $377,000 | +7.1% | 5,124 | +0.7% | 0.06% | -1.6% |
| Q1 2021 | $352,000 | +2.0% | 5,089 | 0.0% | 0.06% | -17.9% |
| Q4 2020 | $345,000 | +50.7% | 5,089 | +41.6% | 0.08% | +34.5% |
| Q3 2020 | $229,000 | – | 3,594 | – | 0.06% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stuart Chaussee & Associates, Inc. | 2,011,232 | $128,920,000 | 77.48% |
| Shelter Ins Retirement Plan | 1,717,600 | $110,098,000 | 56.20% |
| Legacy Financial Advisors, Inc. | 1,897,861 | $121,653,000 | 40.44% |
| Tolleson Wealth Management, Inc. | 1,034,068 | $66,284,000 | 36.12% |
| DOW CHEMICAL CO /DE/ | 2,024,319 | $129,759,000 | 28.94% |
| Financial Advisors, LLC | 697,153 | $44,688,000 | 27.39% |
| VisionPoint Advisory Group, LLC | 1,393,849 | $89,248,000 | 24.46% |
| Personal Wealth Partners | 732,333 | $46,943,000 | 21.67% |
| ARS Wealth Advisors, LLC | 1,038,753 | $66,584,000 | 21.17% |
| Sharkey, Howes & Javer | 704,274 | $45,144,000 | 19.46% |