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 | $3,341,594 | +96.2% | 46,906 | +100.3% | 1.60% | +82.7% |
| Q1 2023 | $1,703,553 | +100463.9% | 23,420 | -0.3% | 0.88% | -22.1% |
| Q4 2022 | $1,694 | -99.9% | 23,493 | -1.1% | 1.13% | -15.2% |
| Q3 2022 | $1,570,000 | -10.3% | 23,753 | -4.7% | 1.33% | -16.5% |
| Q2 2022 | $1,750,000 | -19.4% | 24,936 | -10.9% | 1.59% | +86.8% |
| Q1 2022 | $2,170,000 | -4.4% | 27,980 | -0.3% | 0.85% | +28.0% |
| Q4 2021 | $2,270,000 | +4.6% | 28,055 | -5.0% | 0.66% | -12.2% |
| Q3 2021 | $2,171,000 | +0.6% | 29,541 | +0.8% | 0.76% | -20.6% |
| Q2 2021 | $2,157,000 | -0.3% | 29,303 | -8.1% | 0.95% | -31.7% |
| Q4 2020 | $2,163,000 | -82.3% | 31,870 | -68.8% | 1.40% | -71.0% |
| Q3 2020 | $12,222,000 | +563.5% | 101,994 | +235.7% | 4.81% | +103.3% |
| Q2 2020 | $1,842,000 | +13.1% | 30,385 | +0.7% | 2.37% | -25.0% |
| Q1 2020 | $1,629,000 | -11.6% | 30,162 | +7.3% | 3.16% | +79.4% |
| Q4 2019 | $1,843,000 | – | 28,101 | – | 1.76% | – |
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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% |