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 2021 | $19,000 | 0.0% | 264 | 0.0% | 0.01% | +9.1% |
| Q2 2021 | $19,000 | +5.6% | 264 | 0.0% | 0.01% | -8.3% |
| Q1 2021 | $18,000 | +5.9% | 264 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $17,000 | +6.2% | 264 | 0.0% | 0.01% | -7.7% |
| Q3 2020 | $16,000 | 0.0% | 264 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $16,000 | -95.8% | 264 | -96.3% | 0.01% | -96.5% |
| Q1 2020 | $380,000 | +4.7% | 7,042 | +27.3% | 0.38% | +27.9% |
| Q4 2019 | $363,000 | +2.5% | 5,530 | +0.0% | 0.29% | -22.4% |
| Q3 2019 | $354,000 | – | 5,529 | – | 0.38% | – |
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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% |