ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 974 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.02 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $1,126,000 | -55.1% | 15,325 | -55.1% | 0.00% | -50.0% |
| Q2 2021 | $2,510,000 | +0.0% | 34,095 | -6.0% | 0.00% | 0.0% |
| Q1 2021 | $2,509,000 | +3.7% | 36,264 | +1.7% | 0.00% | 0.0% |
| Q4 2020 | $2,420,000 | +17.5% | 35,649 | +10.3% | 0.00% | 0.0% |
| Q3 2020 | $2,060,000 | +39.5% | 32,320 | +32.7% | 0.00% | +100.0% |
| Q2 2020 | $1,477,000 | +18.9% | 24,359 | +5.9% | 0.00% | 0.0% |
| Q1 2020 | $1,242,000 | -17.4% | 22,995 | +0.3% | 0.00% | 0.0% |
| Q4 2019 | $1,504,000 | -3.2% | 22,930 | -5.4% | 0.00% | 0.0% |
| Q3 2019 | $1,554,000 | +13.9% | 24,247 | +9.8% | 0.00% | 0.0% |
| Q2 2019 | $1,364,000 | +43.9% | 22,090 | +37.0% | 0.00% | 0.0% |
| Q1 2019 | $948,000 | +24.6% | 16,121 | +11.0% | 0.00% | 0.0% |
| Q4 2018 | $761,000 | – | 14,524 | – | 0.00% | – |
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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% |