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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $215,000 | -8.5% | 2,652 | -17.0% | 0.04% | -17.4% |
| Q3 2021 | $235,000 | -10.3% | 3,195 | -10.2% | 0.05% | -11.5% |
| Q2 2021 | $262,000 | -33.3% | 3,557 | -37.4% | 0.05% | -38.8% |
| Q1 2021 | $393,000 | -18.5% | 5,681 | -20.0% | 0.08% | -25.4% |
| Q4 2020 | $482,000 | -11.7% | 7,097 | -17.1% | 0.11% | -20.3% |
| Q3 2020 | $546,000 | +2.8% | 8,566 | -2.2% | 0.14% | -7.1% |
| Q2 2020 | $531,000 | -25.2% | 8,761 | -33.4% | 0.15% | -36.4% |
| Q1 2020 | $710,000 | -88.0% | 13,151 | -85.4% | 0.24% | -85.2% |
| Q4 2019 | $5,899,000 | – | 89,921 | – | 1.63% | – |
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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% |