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 | $601,349 | -13.7% | 8,264 | -11.9% | 0.04% | -13.7% |
| Q2 2023 | $697,069 | -17.9% | 9,378 | -19.6% | 0.05% | -31.1% |
| Q1 2023 | $848,737 | +21.2% | 11,668 | +20.2% | 0.07% | +12.1% |
| Q4 2022 | $700,034 | -99.9% | 9,709 | +0.3% | 0.07% | +8.2% |
| Q3 2022 | $639,993,000 | +127.0% | 9,682 | +141.1% | 0.06% | +134.6% |
| Q2 2022 | $281,934,000 | -9.5% | 4,016 | 0.0% | 0.03% | +8.3% |
| Q1 2022 | $311,488,000 | -22.5% | 4,016 | -19.1% | 0.02% | -22.6% |
| Q4 2021 | $401,715,000 | +10.1% | 4,966 | 0.0% | 0.03% | 0.0% |
| Q3 2021 | $364,970,000 | +23.5% | 4,966 | +23.7% | 0.03% | +6.9% |
| Q2 2021 | $295,586,000 | +6.4% | 4,016 | 0.0% | 0.03% | -21.6% |
| Q1 2021 | $277,838,000 | -11.5% | 4,016 | -13.1% | 0.04% | -15.9% |
| Q4 2020 | $313,870,000 | – | 4,624 | – | 0.04% | – |
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% |