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 | $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. | 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% |