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 | $635,424 | -3.3% | 8,779 | -0.6% | 0.63% | -0.8% |
| Q2 2023 | $656,780 | -0.3% | 8,836 | -2.4% | 0.64% | -9.9% |
| Q1 2023 | $658,733 | -11.9% | 9,056 | -12.6% | 0.71% | -18.5% |
| Q4 2022 | $747,447 | +6.9% | 10,367 | -2.0% | 0.87% | -3.0% |
| Q3 2022 | $699,000 | -7.4% | 10,576 | -1.7% | 0.90% | -5.8% |
| Q2 2022 | $755,000 | -11.9% | 10,760 | -2.7% | 0.95% | +26.7% |
| Q1 2022 | $857,000 | -6.1% | 11,053 | -2.0% | 0.75% | -2.3% |
| Q4 2021 | $913,000 | +8.3% | 11,283 | -1.6% | 0.77% | +4.8% |
| Q3 2021 | $843,000 | -10.1% | 11,468 | -10.0% | 0.73% | -10.5% |
| Q2 2021 | $938,000 | -0.2% | 12,748 | -6.1% | 0.82% | -6.3% |
| Q1 2021 | $940,000 | -26.4% | 13,580 | -27.8% | 0.87% | -28.9% |
| Q4 2020 | $1,277,000 | – | 18,813 | – | 1.23% | – |
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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% |