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 | $2,389,146 | -19.4% | 33,008 | -17.2% | 0.45% | -24.7% |
| Q2 2023 | $2,963,283 | +83.3% | 39,866 | +79.4% | 0.60% | -19.7% |
| Q1 2023 | $1,616,616 | -6.9% | 22,225 | -7.7% | 0.75% | -19.2% |
| Q4 2022 | $1,736,145 | +1.3% | 24,080 | -7.2% | 0.92% | -10.1% |
| Q3 2022 | $1,714,000 | -12.5% | 25,936 | -7.0% | 1.03% | -12.4% |
| Q2 2022 | $1,959,000 | -33.8% | 27,897 | -26.9% | 1.18% | -10.6% |
| Q1 2022 | $2,960,000 | -45.5% | 38,154 | -43.2% | 1.31% | -47.7% |
| Q4 2021 | $5,434,000 | -9.8% | 67,167 | -18.1% | 2.51% | -20.2% |
| Q3 2021 | $6,027,000 | -3.6% | 81,997 | -3.5% | 3.15% | -6.9% |
| Q2 2021 | $6,252,000 | +21.6% | 84,934 | +14.3% | 3.38% | +17.9% |
| Q1 2021 | $5,142,000 | +25.9% | 74,320 | +23.5% | 2.87% | +4.7% |
| Q4 2020 | $4,084,000 | +12.8% | 60,169 | +5.9% | 2.74% | -9.3% |
| Q3 2020 | $3,621,000 | -5.6% | 56,823 | -10.2% | 3.02% | -11.5% |
| Q2 2020 | $3,837,000 | – | 63,279 | – | 3.41% | – |
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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% |