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 | $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. | 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% |