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 2022 | $326,000 | -6.1% | 4,926 | -0.2% | 0.02% | -6.2% |
| Q2 2022 | $347,000 | -15.2% | 4,937 | -6.4% | 0.02% | -11.1% |
| Q1 2022 | $409,000 | -4.2% | 5,276 | 0.0% | 0.02% | -14.3% |
| Q4 2021 | $427,000 | +10.1% | 5,276 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $388,000 | -11.4% | 5,276 | -11.3% | 0.02% | -16.0% |
| Q2 2021 | $438,000 | -2.9% | 5,950 | -8.7% | 0.02% | -19.4% |
| Q1 2021 | $451,000 | +2.0% | 6,515 | 0.0% | 0.03% | 0.0% |
| Q4 2020 | $442,000 | +6.5% | 6,515 | 0.0% | 0.03% | -6.1% |
| Q3 2020 | $415,000 | +5.1% | 6,515 | 0.0% | 0.03% | 0.0% |
| Q2 2020 | $395,000 | -47.8% | 6,515 | -43.4% | 0.03% | -43.1% |
| Q4 2019 | $756,000 | -6.1% | 11,517 | -8.3% | 0.06% | -13.4% |
| Q3 2019 | $805,000 | – | 12,553 | – | 0.07% | – |
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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% |