ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 959 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.03 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,072,019 | -2.1% | 83,891 | +0.5% | 3.85% | +1.1% |
| Q2 2023 | $6,204,165 | +3.8% | 83,468 | +1.6% | 3.81% | -5.4% |
| Q1 2023 | $5,976,572 | +0.8% | 82,163 | -0.0% | 4.02% | -10.6% |
| Q4 2022 | $5,926,913 | +38.9% | 82,204 | +41.6% | 4.50% | +6.1% |
| Q3 2022 | $4,268,000 | 0.0% | 58,062 | 0.0% | 4.24% | 0.0% |
| Q2 2022 | $4,268,000 | -29.2% | 58,062 | -25.3% | 4.24% | -14.0% |
| Q1 2022 | $6,026,000 | -11.0% | 77,681 | -7.1% | 4.94% | -11.5% |
| Q4 2021 | $6,767,000 | +58.6% | 83,647 | +44.1% | 5.58% | +31.5% |
| Q3 2021 | $4,268,000 | -9.4% | 58,062 | -9.3% | 4.24% | -7.8% |
| Q2 2021 | $4,712,000 | +2.9% | 64,014 | +0.8% | 4.60% | +1.1% |
| Q1 2021 | $4,581,000 | -7.5% | 63,536 | -12.9% | 4.55% | -3.8% |
| Q4 2020 | $4,950,000 | – | 72,917 | – | 4.73% | – |
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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% |