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 | $557,734 | -2.1% | 7,706 | +0.5% | 0.25% | -9.3% |
| Q2 2023 | $569,644 | +0.9% | 7,664 | -1.3% | 0.28% | -4.1% |
| Q1 2023 | $564,763 | +0.8% | 7,764 | -0.1% | 0.29% | -1.0% |
| Q4 2022 | $560,276 | +9.6% | 7,771 | +0.5% | 0.30% | +5.0% |
| Q3 2022 | $511,000 | -5.4% | 7,734 | +0.5% | 0.28% | +4.5% |
| Q2 2022 | $540,000 | -8.8% | 7,696 | +0.9% | 0.27% | +10.2% |
| Q1 2022 | $592,000 | -3.7% | 7,630 | +0.3% | 0.24% | -10.3% |
| Q4 2021 | $615,000 | -12.0% | 7,604 | -20.1% | 0.27% | -27.5% |
| Q3 2021 | $699,000 | – | 9,514 | – | 0.38% | – |
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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% |