ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,113 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.08 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $227,092 | +1.9% | 3,158 | +5.4% | 0.18% | +1.7% |
Q2 2023 | $222,767 | -17.4% | 2,997 | -19.9% | 0.18% | -10.1% |
Q4 2022 | $269,798 | +11.0% | 3,742 | +4.5% | 0.20% | 0.0% |
Q3 2022 | $243,000 | +1.2% | 3,582 | +6.2% | 0.20% | +11.9% |
Q2 2022 | $240,000 | -10.4% | 3,374 | -1.6% | 0.18% | +18.8% |
Q1 2022 | $268,000 | +1.9% | 3,430 | 0.0% | 0.15% | -10.2% |
Q4 2021 | $263,000 | – | 3,430 | – | 0.17% | – |
Download |
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% |