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 | $4,780,721 | -25.6% | 65,701 | -24.0% | 0.30% | -21.3% |
| Q2 2023 | $6,423,227 | +3.4% | 86,415 | +1.2% | 0.38% | -9.5% |
| Q1 2023 | $6,209,523 | +77.5% | 85,366 | +75.9% | 0.42% | +63.8% |
| Q4 2022 | $3,498,486 | +9.1% | 48,523 | +0.0% | 0.26% | +7.5% |
| Q3 2022 | $3,207,000 | +36.0% | 48,516 | +44.5% | 0.24% | +41.4% |
| Q2 2022 | $2,358,000 | -6.6% | 33,585 | +3.2% | 0.17% | +18.2% |
| Q1 2022 | $2,525,000 | -27.7% | 32,559 | -24.5% | 0.14% | -27.4% |
| Q4 2021 | $3,490,000 | +1197.4% | 43,143 | +1080.4% | 0.20% | +936.8% |
| Q2 2021 | $269,000 | -83.8% | 3,655 | -84.8% | 0.02% | -85.5% |
| Q1 2021 | $1,660,000 | -69.0% | 23,993 | -69.6% | 0.13% | -73.1% |
| Q4 2020 | $5,363,000 | +12.5% | 79,001 | +5.6% | 0.49% | -4.7% |
| Q3 2020 | $4,766,000 | +5.4% | 74,782 | +0.2% | 0.51% | -10.4% |
| Q2 2020 | $4,523,000 | -21.7% | 74,596 | -30.2% | 0.57% | -37.5% |
| Q1 2020 | $5,774,000 | -55.7% | 106,912 | -46.2% | 0.91% | -49.2% |
| Q4 2019 | $13,034,000 | – | 198,689 | – | 1.80% | – |
Download | ||||||
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% |