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 | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $1,755,000 | -89.2% | 23,839 | -89.8% | 0.74% | -89.7% |
| Q1 2021 | $16,213,000 | +13.4% | 234,317 | +11.3% | 7.14% | +0.5% |
| Q4 2020 | $14,292,000 | +4.8% | 210,542 | -1.6% | 7.11% | -8.4% |
| Q3 2020 | $13,638,000 | +2.7% | 213,992 | -2.3% | 7.76% | -10.8% |
| Q2 2020 | $13,285,000 | +1.8% | 219,115 | -9.3% | 8.70% | -6.0% |
| Q1 2020 | $13,054,000 | -19.3% | 241,703 | -1.9% | 9.25% | -2.0% |
| Q4 2019 | $16,166,000 | – | 246,426 | – | 9.44% | – |
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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% |