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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,603,075 | +2.2% | 21,567 | 0.0% | 0.43% | +2.4% |
| Q1 2023 | $1,568,784 | +38.3% | 21,567 | +37.1% | 0.42% | +36.7% |
| Q4 2022 | $1,133,989 | +9.0% | 15,728 | 0.0% | 0.30% | +6.3% |
| Q3 2022 | $1,040,000 | -6.8% | 15,728 | +22.1% | 0.29% | -5.3% |
| Q4 2020 | $1,116,000 | -85.7% | 12,881 | -89.5% | 0.30% | -85.4% |
| Q3 2020 | $7,808,000 | +6.1% | 122,527 | +0.9% | 2.07% | +1.0% |
| Q2 2020 | $7,360,000 | +99.5% | 121,381 | +77.7% | 2.05% | +63.6% |
| Q1 2020 | $3,690,000 | -53.9% | 68,317 | -44.0% | 1.25% | -40.5% |
| Q4 2019 | $7,996,000 | – | 121,896 | – | 2.11% | – |
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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% |