ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 959 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.03 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $263,754 | -63.8% | 3,568 | -63.4% | 0.10% | -61.2% |
| Q2 2023 | $728,821 | -22.6% | 9,738 | -23.7% | 0.27% | -28.2% |
| Q1 2023 | $941,651 | +5.7% | 12,756 | +5.0% | 0.37% | -20.5% |
| Q4 2022 | $891,104 | +41.7% | 12,152 | +37.3% | 0.47% | +32.9% |
| Q3 2022 | $629,000 | +0.3% | 8,850 | +4.3% | 0.35% | +6.3% |
| Q2 2022 | $627,000 | +46.2% | 8,482 | +44.6% | 0.33% | +38.9% |
| Q1 2022 | $429,000 | -1.6% | 5,865 | +2.0% | 0.24% | -41.6% |
| Q4 2021 | $436,000 | -24.6% | 5,748 | -22.6% | 0.41% | -22.8% |
| Q3 2021 | $578,000 | -25.5% | 7,429 | -31.0% | 0.53% | +130.4% |
| Q1 2021 | $776,000 | -24.1% | 10,764 | -29.8% | 0.23% | -26.3% |
| Q4 2020 | $1,023,000 | -31.0% | 15,344 | -33.1% | 0.31% | -48.5% |
| Q3 2020 | $1,483,000 | – | 22,929 | – | 0.61% | – |
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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% |