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 | $16,817,213 | +6.8% | 232,346 | +9.6% | 0.64% | +10.0% |
| Q2 2023 | $15,752,248 | +16.4% | 211,923 | +13.9% | 0.58% | +10.4% |
| Q1 2023 | $13,533,116 | +133520.8% | 186,048 | +32.4% | 0.53% | -7.5% |
| Q4 2022 | $10,128 | -99.9% | 140,471 | -1.3% | 0.57% | -0.2% |
| Q3 2022 | $9,407,000 | -29.4% | 142,321 | -25.0% | 0.57% | +4.0% |
| Q2 2022 | $13,317,000 | +33.8% | 189,681 | +48.1% | 0.55% | +106.4% |
| Q1 2022 | $9,950,000 | -2.0% | 128,050 | +2.0% | 0.27% | +18.2% |
| Q4 2021 | $10,156,000 | +8.1% | 125,534 | -1.8% | 0.22% | -9.6% |
| Q3 2021 | $9,396,000 | +0.7% | 127,840 | +0.9% | 0.25% | -1.6% |
| Q2 2021 | $9,332,000 | -3.5% | 126,744 | -9.3% | 0.25% | -1.6% |
| Q1 2021 | $9,673,000 | – | 139,688 | – | 0.26% | – |
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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% |