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 | $201,650 | -19.3% | 2,786 | -17.1% | 0.05% | -23.9% |
| Q2 2023 | $249,823 | -17.0% | 3,361 | -18.8% | 0.07% | -27.6% |
| Q1 2023 | $301,070 | -27.9% | 4,139 | -28.5% | 0.10% | -25.2% |
| Q4 2022 | $417,603 | -9.6% | 5,792 | -17.3% | 0.13% | -32.1% |
| Q3 2022 | $462,000 | -8.0% | 7,001 | -2.2% | 0.19% | -12.3% |
| Q2 2022 | $502,000 | -27.9% | 7,156 | -20.2% | 0.22% | -14.1% |
| Q1 2022 | $696,000 | -35.9% | 8,973 | -33.1% | 0.26% | -33.3% |
| Q4 2021 | $1,085,000 | +10.3% | 13,419 | +0.2% | 0.38% | -1.5% |
| Q3 2021 | $984,000 | -34.9% | 13,395 | -34.8% | 0.39% | -33.2% |
| Q2 2021 | $1,512,000 | -64.8% | 20,548 | -66.9% | 0.58% | -67.2% |
| Q1 2021 | $4,291,000 | -52.5% | 62,022 | -53.4% | 1.78% | -53.4% |
| Q4 2020 | $9,040,000 | +9.1% | 133,190 | +2.5% | 3.82% | +0.7% |
| Q3 2020 | $8,283,000 | -36.4% | 129,974 | -39.5% | 3.80% | -32.9% |
| Q2 2020 | $13,019,000 | +10.1% | 214,726 | -1.9% | 5.66% | -8.7% |
| Q1 2020 | $11,827,000 | +120.5% | 218,983 | +167.8% | 6.19% | +189.4% |
| Q4 2019 | $5,364,000 | – | 81,768 | – | 2.14% | – |
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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% |