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 | $14,466,083 | -35.3% | 199,863 | -33.6% | 1.70% | -34.3% |
| Q2 2023 | $22,357,906 | +3.1% | 300,792 | +0.9% | 2.58% | -4.4% |
| Q1 2023 | $21,691,081 | +179.9% | 298,200 | +177.4% | 2.70% | +171.0% |
| Q4 2022 | $7,749,940 | +13.3% | 107,489 | +3.8% | 1.00% | +2.2% |
| Q3 2022 | $6,843,000 | +5.9% | 103,525 | +12.5% | 0.98% | +10.8% |
| Q2 2022 | $6,459,000 | -7.6% | 91,989 | +2.0% | 0.88% | -5.1% |
| Q1 2022 | $6,994,000 | -9.0% | 90,163 | -5.1% | 0.93% | -2.9% |
| Q4 2021 | $7,689,000 | +2141.7% | 95,042 | +1937.8% | 0.96% | +1891.7% |
| Q3 2021 | $343,000 | 0.0% | 4,664 | +0.1% | 0.05% | -2.0% |
| Q2 2021 | $343,000 | -91.8% | 4,660 | -92.2% | 0.05% | -92.4% |
| Q1 2021 | $4,162,000 | – | 59,616 | – | 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% |