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 | $5,268,472 | -21.7% | 72,789 | -19.6% | 2.47% | -18.0% |
| Q2 2023 | $6,726,291 | +22.8% | 90,492 | +20.2% | 3.01% | +15.2% |
| Q1 2023 | $5,475,351 | +54.2% | 75,273 | +52.9% | 2.62% | +51.0% |
| Q4 2022 | $3,550,243 | +20.6% | 49,241 | +10.6% | 1.73% | -1.8% |
| Q3 2022 | $2,944,000 | +198.3% | 44,536 | +216.7% | 1.76% | +204.1% |
| Q2 2022 | $987,000 | +4.0% | 14,061 | +14.9% | 0.58% | +16.0% |
| Q1 2022 | $949,000 | -17.0% | 12,233 | -13.4% | 0.50% | -8.8% |
| Q4 2021 | $1,143,000 | +11.8% | 14,132 | +1.6% | 0.55% | +5.6% |
| Q3 2021 | $1,022,000 | +9.0% | 13,908 | +9.1% | 0.52% | +4.0% |
| Q2 2021 | $938,000 | +4.9% | 12,744 | -1.3% | 0.50% | -5.3% |
| Q1 2021 | $894,000 | +2.1% | 12,915 | +0.0% | 0.53% | -4.4% |
| Q4 2020 | $876,000 | +5.3% | 12,910 | -1.1% | 0.55% | -9.4% |
| Q3 2020 | $832,000 | +21.1% | 13,057 | +15.2% | 0.61% | +14.5% |
| Q2 2020 | $687,000 | +12.6% | 11,339 | +0.4% | 0.53% | -5.3% |
| Q1 2020 | $610,000 | -32.0% | 11,297 | -17.4% | 0.56% | -14.2% |
| Q4 2019 | $897,000 | – | 13,674 | – | 0.65% | – |
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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% |