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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,683,668 | -16.7% | 37,134 | -14.3% | 1.09% | -13.9% |
| Q2 2023 | $3,222,526 | +13.8% | 43,331 | +12.4% | 1.27% | +4.4% |
| Q1 2023 | $2,831,148 | +96.0% | 38,540 | +94.7% | 1.21% | +97.1% |
| Q4 2022 | $1,444,785 | +67.2% | 19,797 | +51.0% | 0.62% | +41.3% |
| Q3 2022 | $864,000 | -6.5% | 13,108 | +1.0% | 0.44% | -5.6% |
| Q2 2022 | $924,000 | -24.2% | 12,983 | -17.4% | 0.46% | -18.4% |
| Q1 2022 | $1,219,000 | – | 15,718 | – | 0.57% | – |
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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% |