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 | $35,457,456 | -1.3% | 489,879 | +1.4% | 5.81% | +1.9% |
| Q2 2023 | $35,910,823 | -0.9% | 483,126 | -3.0% | 5.70% | -14.6% |
| Q1 2023 | $36,241,892 | +1.1% | 498,238 | +0.2% | 6.68% | +13.2% |
| Q4 2022 | $35,844,918 | -0.3% | 497,156 | -8.6% | 5.90% | +7.5% |
| Q3 2022 | $35,948,000 | +1.6% | 543,843 | +7.9% | 5.49% | +13.0% |
| Q2 2022 | $35,388,000 | -10.2% | 504,025 | -0.8% | 4.86% | -29.3% |
| Q1 2022 | $39,419,000 | -6.0% | 508,171 | -2.0% | 6.87% | -2.4% |
| Q4 2021 | $41,944,000 | +4.3% | 518,466 | -5.3% | 7.04% | -3.5% |
| Q3 2021 | $40,226,000 | – | 547,292 | – | 7.30% | – |
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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% |