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 2021 | $365,000 | -91.3% | 4,963 | -91.8% | 0.22% | -91.6% |
| Q1 2021 | $4,176,000 | +5.1% | 60,357 | +3.1% | 2.66% | +0.5% |
| Q4 2020 | $3,974,000 | +43.0% | 58,547 | +34.2% | 2.65% | +38.2% |
| Q3 2020 | $2,779,000 | +50.6% | 43,612 | +43.3% | 1.92% | +50.9% |
| Q2 2020 | $1,845,000 | -46.0% | 30,431 | -51.9% | 1.27% | -59.7% |
| Q1 2020 | $3,416,000 | -36.8% | 63,250 | -23.3% | 3.16% | -25.1% |
| Q4 2019 | $5,407,000 | +5.2% | 82,428 | +2.8% | 4.21% | +4.3% |
| Q3 2019 | $5,142,000 | – | 80,220 | – | 4.04% | – |
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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% |