ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,120 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.40 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $786,192 | -2.7% | 10,862 | -0.0% | 0.38% | +0.5% |
| Q2 2023 | $807,744 | +6.2% | 10,867 | +4.0% | 0.38% | -6.2% |
| Q1 2023 | $760,424 | +8.9% | 10,454 | +7.9% | 0.41% | -1.7% |
| Q4 2022 | $698,577 | +9.0% | 9,689 | -0.0% | 0.41% | +0.7% |
| Q3 2022 | $641,000 | -5.9% | 9,692 | -0.1% | 0.41% | -2.1% |
| Q2 2022 | $681,000 | -10.0% | 9,698 | -0.6% | 0.42% | 0.0% |
| Q1 2022 | $757,000 | -5.5% | 9,756 | -1.4% | 0.42% | -0.5% |
| Q4 2021 | $801,000 | +12.8% | 9,898 | +2.5% | 0.42% | +4.5% |
| Q3 2021 | $710,000 | +1.3% | 9,661 | +1.4% | 0.40% | -1.2% |
| Q2 2021 | $701,000 | +3.2% | 9,523 | -3.0% | 0.41% | -4.9% |
| Q1 2021 | $679,000 | +1.5% | 9,817 | -0.4% | 0.43% | -4.9% |
| Q4 2020 | $669,000 | – | 9,854 | – | 0.45% | – |
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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% |