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 | $328,398 | -26.1% | 4,537 | -24.2% | 0.04% | -25.9% |
| Q2 2023 | $444,652 | +6.3% | 5,982 | +4.0% | 0.06% | 0.0% |
| Q1 2023 | $418,288 | +0.5% | 5,750 | -0.4% | 0.06% | -6.5% |
| Q4 2022 | $416,306 | -0.6% | 5,774 | -8.9% | 0.06% | -7.5% |
| Q3 2022 | $419,000 | -14.1% | 6,341 | -8.9% | 0.07% | 0.0% |
| Q2 2022 | $488,000 | -27.5% | 6,957 | -19.8% | 0.07% | -18.3% |
| Q1 2022 | $673,000 | -10.1% | 8,674 | -6.3% | 0.08% | -5.7% |
| Q4 2021 | $749,000 | +2.0% | 9,258 | -7.2% | 0.09% | -5.4% |
| Q3 2021 | $734,000 | +5.9% | 9,981 | +6.0% | 0.09% | +3.4% |
| Q2 2021 | $693,000 | -13.0% | 9,417 | -18.3% | 0.09% | -20.5% |
| Q1 2021 | $797,000 | -11.3% | 11,523 | -13.0% | 0.11% | -17.6% |
| Q4 2020 | $899,000 | – | 13,247 | – | 0.14% | – |
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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% |