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 | $4,769,500 | +13.5% | 65,881 | +10.8% | 0.32% | -2.5% |
| Q1 2023 | $4,200,928 | -20.8% | 59,435 | -19.2% | 0.32% | -20.5% |
| Q4 2022 | $5,304,376 | -13.6% | 73,530 | -15.9% | 0.41% | -16.9% |
| Q2 2022 | $6,138,000 | -13.2% | 87,420 | 0.0% | 0.49% | -7.3% |
| Q4 2021 | $7,072,000 | +10.1% | 87,420 | 0.0% | 0.53% | -5.2% |
| Q3 2021 | $6,425,000 | -13.0% | 87,420 | -18.1% | 0.56% | -2.9% |
| Q1 2021 | $7,386,000 | +1.9% | 106,755 | 0.0% | 0.58% | -1.7% |
| Q4 2020 | $7,247,000 | +6.6% | 106,755 | 0.0% | 0.59% | -7.3% |
| Q3 2020 | $6,800,000 | – | 106,755 | – | 0.63% | – |
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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% |