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 | $166,107 | +19.3% | 2,295 | +22.5% | 0.06% | +21.7% |
| Q2 2023 | $139,290 | +183.3% | 1,874 | +177.2% | 0.05% | +155.6% |
| Q1 2023 | $49,167 | +10.0% | 676 | 0.0% | 0.02% | -14.3% |
| Q4 2022 | $44,679 | -0.7% | 676 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $45,000 | -6.2% | 676 | 0.0% | 0.02% | -19.2% |
| Q2 2022 | $48,000 | -7.7% | 676 | +0.7% | 0.03% | 0.0% |
| Q1 2022 | $52,000 | -3.7% | 671 | 0.0% | 0.03% | -3.7% |
| Q4 2021 | $54,000 | +10.2% | 671 | 0.0% | 0.03% | -3.6% |
| Q3 2021 | $49,000 | -3.9% | 671 | 0.0% | 0.03% | 0.0% |
| Q2 2021 | $51,000 | +10.9% | 671 | 0.0% | 0.03% | -6.7% |
| Q1 2021 | $46,000 | +7.0% | 671 | +5.8% | 0.03% | -6.2% |
| Q4 2020 | $43,000 | +330.0% | 634 | +256.2% | 0.03% | +220.0% |
| Q1 2020 | $10,000 | – | 178 | – | 0.01% | – |
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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% |